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Get the free Form 5308 (Rev. August 2001). Request for Change in Plan/Trust Year

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Form 5308 Request for Change in Plan/Trust Year (Under Section 412(c)(5) of the Internal Revenue Code) (Rev. August 2001) OMB No. 15450201 File in Duplicate Department of the Treasury Internal Revenue
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Read the instructions provided with form 5308 rev august carefully.
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Start by entering your name and contact information in the designated fields.
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Who needs form 5308 rev august?

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Employers or plan sponsors who wish to adopt or amend a retirement plan may need to complete form 5308 rev august.
02
Individuals responsible for the administration or operation of a pension or profit-sharing plan may also require form 5308 rev august.
03
While the specific circumstances vary, any entity or individual seeking to establish, modify, or terminate a qualified retirement plan may need to use this form.
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Form 5308 rev August is a form used for requesting a determination on the qualification of an employees' trust.
Employers who maintain an employees' trust are required to file form 5308 rev August.
Form 5308 rev August should be filled out by providing all the necessary information regarding the employees' trust being evaluated for qualification.
The purpose of form 5308 rev August is to request a determination from the IRS on whether an employees' trust qualifies for tax benefits.
Form 5308 rev August requires information such as details of the trust, contributions made to the trust, and information about the employees covered by the trust.
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