OMB.report

Federal forms, ICRs, and supporting documents

OMB control number

Required Distributions from Retirement Plans

OMB 1545-1573 · TREAS/IRS.

OMB 1545-1573

The regulations permit a taxpayer to name a trust as the beneficiary of the employee's benefit under a retirement plan; to choose between 5-year, 10-year, or the life expectancies of the beneficiaries of the trust to determine the required minimum distribution, if certain conditions are satisfied; and allows a beneficiary to provide documentation to a plan administrator showing that the beneficiary was disabled or chronically ill as of the date of the employee’s death.

The latest form for Required Distributions from Retirement Plans expires 2027-09-30 and is listed under ICR 202407-1545-009.

Latest Forms, Documents, and Supporting Material

Latest forms, documents, and information collections
DocumentType
Final.pdfSupporting Statement B
1545-1573 Supporting Statement- final.docxSupporting Statement A
1.401(a)(9)-4(h) - trust as beneficiary Information collection
1.401(a)(9)-4(e)(7) - disability documentation Information collection
1.401(a)(9)-3(b)(4)(iii) and 1.401 (c)(5)(iii) - life expectancy rule Information collection

All Historical Document Collections

Historical document collections
ReferenceFilingReceivedConcludedAction
202407-1545-009 Reinstatement with change of a previously approved collection 2024-07-19 Approved without change
202310-1545-004 Reinstatement with change of a previously approved collection 2023-10-11 Comment filed on proposed rule
201304-1545-016 Extension without change of a currently approved collection 2013-04-29 Approved without change
201002-1545-005 Extension without change of a currently approved collection 2010-02-26 Approved without change
200610-1545-034 Extension without change of a currently approved collection 2006-12-11 Approved without change
200311-1545-007 Extension without change of a currently approved collection 2003-11-12 Approved without change
200204-1545-039 No material or nonsubstantive change to a currently approved collection 2002-04-17 Approved without change
200101-1545-019 Extension without change of a currently approved collection 2001-01-03 Approved without change
199712-1545-019 New collection (Request for a new OMB Control Number) 1997-12-18 Approved without change

OMB Details

1.401(a)(9)-3(b)(4)(iii) and 1.401 (c)(5)(iii) - life expectancy rule

Federal Enterprise Architecture: General Government - Taxation Management