About Form 5316, Application for Group or Pooled Trust Ruling

 

Group/pooled trust sponsors file Form 5316 to request a determination letter from the IRS for a determination that the trust is a group trust arrangement.


Current Revision

Form 5316 must be submitted electronically through Pay.gov. You can access the most recent revision of the form at Pay.gov.

To submit Form 5316, you must:

  1. Register for an account on Pay.gov.
  2. Enter "5316" in the search box and select Form 5316.
  3. Complete the form.

Instructions for Form 5316 (Print VersionPDF)


Recent Developments

None at this time.


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