Form 8498-Ep - Program Sponsor Agreement For Continuing Education For Enrolled Retirement Plan Agents

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Department of the Treasury - Internal Revenue Service

OMB Number 1646-1469

Form 8498-EP

Program Sponsor Agreement for Continuing

Sponsor Number (IRS Use Only)

(July 2009)

Education for Enrolled Retirement Plan Agents

Instructions: Answer all questions and sign the completed form. Mail the original and one copy of this form to:

IRS/Office of Professional Responsibility; SE:OPR, Room 7238; 1111 Constitution Avenue, NW; Washington, DC 20224.

When your application is approved/disapproved, we will return a copy of the form to you.

1. Full name of sponsoring organization

2. Telephone number

3. Address (Street, City, State and Zip Code)

4. Individual to contact regarding programs

5. Telephone number

6. Address (Street, City, State and Zip Code)

Program Sponsor Agreement

(A) I (We) plan to offer continuing education programs under the

continuing education regulations for enrolled retirement plan

of three years following the date each program is presented;

agents (31 CFR, Part 10 printed as Treasury Department

a. The date and location of each program presented;

Circular No. 230). A written outline and/or textbook for the

b. The names of each instructor, discussion leader or speaker;

program(s) is submitted with this agreement. (A written outline

c. The roster of individuals completing each program;

and/or textbook is not required of professional organizations or

d. The written outline of each program presentation.

societies wishing to be considered as qualified sponsors).

(B) I (We) agree to comply with the following requirements relative to

(C1) I (We) understand and agree that the program records

each continuing education program offered:

described above will be located at:

a. Program(s) subject matter will be current;

b. Program(s) will be presented in units of one class hour (50

minutes constituting one class hour) unless part of a

continuous conference, convention and the like;

I (We) understand and agree that the above program records will

c. Program(s) will be developed by individual(s) qualified in the

be subject to review by the Office of Professional Responsibility

subject matter;

and agree to make these records available to the Office of

d. Program(s) will be conducted by qualified instructor(s),

Professional Responsibility for a period of three years following

discussion leader(s), or speakers(s);

presentation. We further agree to notify the Office of Professional

e. Records will be maintained to verify completion of the program

Responsibility as to the location of these records if they are

and attendance by each participant;

removed from the designated location prior to the expiration of the

f. A certificate of completion will be issued to each individual who

above period.

successfully completes the program(s);

g. A written outline of the program(s) will be retained;

(D) I (We) understand and agree that if we fail to comply with this

h. Program(s) will include some means for evaluation of technical

agreement or fail to meet acceptable standards in our programs,

content and presentation.

our program sponsor agreement may be terminated by the Office

of Professional Responsibility and that notice of such termination

may be given by the Office of Professional Responsibility to all

individuals enrolled to practice before the Internal Revenue Service.

7. Name (Typed)

8. Title

9. Signature

10. Date signed

Privacy Act and Paperwork Reduction Act Notice

Section 330 of Title 3 1, United States Code, authorizes the IRS to collect this information. The primary use of the information is to administer the enrolled retirement

plan agent program. Information may be disclosed to: public authorities for use in law enforcement, and in connection with employment, contracting, licensing, and

other benefits; courts and other adjudicative bodies and the Department of Justice for litigation purposes; and contractors to perform the contract. Submitting an

agreement is voluntary, however, providing the information requested on this form is a requirement to obtain the benefit of approval for the agreement. Failure to

provide the requested information could delay or prevent processing of your agreement.

Notwithstanding any other provision of law, no person is required to respond to, nor shall any person be subject to a penalty for failure to comply with a collection of

information subject to the requirements of the Paperwork Reduction Act unless that collection of information displays a currently valid OMB Control Number. Public

reporting burden for this collection of information is estimated to average 36 minutes per response, including the time for reviewing the instructions, searching existing

data sources, gathering and maintaining the data needed, and completing and reviewing this collection of information. Send comments regarding this burden estimate or

any other aspect of the collection of information including suggestions for reducing the burden to: IRS/Office of Professional Responsibility, SE:OPR; 1111

Constitution Avenue, NW; Washington, DC 20224.

FOR OFFICIAL USE ONLY

Approved

Disapproved

11. Name

12. Date

13. Name

14. Date

8498-EP

Form

(Rev. 7-2009)

Catalog Number 52100B