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Templates
Government forms
Form 5308 - Nov 2019

Government forms

Form 5308 - Nov 2019

Request for Change in Plan/Trust Year

Form 5308 is used by employers who maintain a plan subject to the Employee Retirement Income Security Act (ERISA) and who have not filed Form 5300.

Originally published by: irs.gov

Used 2 times

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Frequently asked questions

Form 5308 is used by employers who maintain a plan subject to the Employee Retirement Income Security Act (ERISA) and who have not filed Form 5300. It is used to request a determination letter as to whether their retirement plan, as submitted, meets the qualification requirements under the Internal Revenue Code (IRC).
Employers who maintain a plan subject to the Employee Retirement Income Security Act (ERISA) and who have not filed Form 5300 should fill in this form.
The completed Form 5308 should be submitted to the IRS.

Used 2 times