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 can be found here.

Latest Forms, Documents, and Supporting Material
Document
Name
Supporting Statement B
Supporting Statement A
All Historical Document Collections
Approved without change
 Reinstatement with change of a previously approved collection 2024-07-19
Comment filed on proposed rule
 Reinstatement with change of a previously approved collection 2023-10-11
Approved without change
 Extension without change of a currently approved collection 2013-04-29
Approved without change
 Extension without change of a currently approved collection 2010-02-26
Approved without change
 Extension without change of a currently approved collection 2006-12-11
Approved without change
 Extension without change of a currently approved collection 2003-11-12
Approved without change
 No material or nonsubstantive change to a currently approved collection 2002-04-17
Approved without change
 Extension without change of a currently approved collection 2001-01-03
Approved without change
 New collection (Request for a new OMB Control Number) 1997-12-18
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