OMB.report

Federal forms, ICRs, and supporting documents

OMB control number

Application for Approval of Prototype or Employer Sponsored Individual Retirement Arrangement (IRA) Form 5306

OMB 1545-0390 · TREAS/IRS.

OMB 1545-0390

This application is used by employers who want to establish an individual retirement account trust to be used by their employees. The application is also used by banks and insurance companies that want to establish approved prototype individual retirement accounts or annuities. The data collected is used to determine if the individual retirement account trust or annuity contract meets the requirements of Code section 408(a), 408(b), or 408(c) so that the IRS may issue an approval letter.

The latest form for Application for Approval of Prototype or Employer Sponsored Individual Retirement Arrangement (IRA) Form 5306 expires 2029-01-31 and can be found here.

Latest Forms, Documents, and Supporting Material
Document
Name
Form and Instruction
Supporting Statement A
All Historical Document Collections
 Extension without change of a currently approved collection 2025-11-26
Approved without change
 Extension without change of a currently approved collection 2022-10-28
Approved without change
 Extension without change of a currently approved collection 2019-08-28
Approved without change
 Extension without change of a currently approved collection 2016-04-29
Approved without change
 Extension without change of a currently approved collection 2013-02-28
Approved without change
 No material or nonsubstantive change to a currently approved collection 2011-04-13
Approved without change
 Extension without change of a currently approved collection 2009-12-11
Approved without change
 Extension without change of a currently approved collection 2006-10-03
Approved without change
 Extension without change of a currently approved collection 2003-11-19
Approved without change
 Extension without change of a currently approved collection 2000-11-29
Approved without change
 Extension without change of a currently approved collection 1997-12-15
Approved without change
 Extension without change of a currently approved collection 1995-05-19
Approved without change
 Revision of a currently approved collection 1992-07-08
Approved with change
 No material or nonsubstantive change to a currently approved collection 1990-04-12
Approved without change
 Revision of a currently approved collection 1990-01-30
Approved with change
 No material or nonsubstantive change to a currently approved collection 1989-08-31
Approved without change
 Revision of a currently approved collection 1987-04-17
Approved without change
 Revision of a currently approved collection 1984-07-16
Approved without change
 Revision of a currently approved collection 1983-09-01
Approved without change
 New collection (Request for a new OMB Control Number) 1981-08-27