Form 5316, Application for Group or Pooled Trust Ruling

Group/pooled trust sponsors file this form to request a determination letter from the IRS for a determination that the trust is a group trust arrangement as described in Rev. Rul. 81-100, 1981-1 C.B. 326 as modified and clarified by Rev. Rul. 2004-67, 2004-28 I.R.B.

The latest form for Form 5316, Application for Group or Pooled Trust Ruling expires 2022-07-31 and can be found here.