Form 8717-A - User Fee For Employee Plan Opinion Or Advisory Letter Request Page 2
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Form 8717-A (Rev. 9-2016)
Page
Instructions
If you have multiple plans, submit a
You aren't required to provide the
separate opinion or advisory letter application
information requested on a form subject to
(Section references are to the Internal
and Form 8717-A for each plan.
the Paperwork Reduction Act unless the form
Revenue Code unless otherwise noted.)
displays a valid OMB control number. Books
Where To File
or records relating to a form or its instructions
Future Developments
must be retained as long as their contents
Include Form 8717-A and user fee with your
For the latest information about developments
may become material in the administration of
request or application.
related to Form 8717-A and its instructions,
any Internal Revenue law. Generally, tax
Send your request or application to one
such as legislation enacted after they were
returns and return information are
of the following:
published, go to
confidential, as required by section 6103.
If sent via U.S. mail,
The time needed to complete and file this
What's New
Internal Revenue Service
form will vary depending on individual
Specific user fee amounts are no longer listed
Attn: Pre-Approved Plans Coordinator
circumstances. The estimated average time is:
on Form 8717-A. You must now enter the
P.O. Box 2508
Recordkeeping
.
.
.
.
1 hr., 12 min.
appropriate user fee when completing line 5.
Room 5106, Group 7521
Learning about the law
Cincinnati, OH 45201
General Instructions
or the form .
.
.
.
.
.
.
. 34 min.
If sent via Express Mail or Private
Preparing, copying,
Delivery Service,
Purpose of Form
assembling, and sending
Internal Revenue Service
the form to the IRS
.
.
.
1 hr., 48 min.
Generally, a user fee is required with each
Attn: Pre-Approved Plans Coordinator
application for an opinion or advisory letter.
If you have comments concerning the
550 Main Street
Use Form 8717-A to submit the appropriate
accuracy of this time estimate or suggestions
Room 5106, Group 7521
fee for the opinion or advisory letter.
for making this form simpler, we would be
Cincinnati, OH 45202
happy to hear from you. You can send your
Specific Instructions
Paperwork Reduction Act Notice. We ask
comments to the Internal Revenue Service,
for the information on this form to carry out
Tax Forms and Publications Division, Room
Line 5. User fee. To determine the
the Internal Revenue laws of the United
6526, 1111 Constitution Ave. NW,
appropriate user fee to enter on line 5, go to
States. If you want to have your plan
Washington, DC 20224.
approved by the IRS, you are required to give
Employee-Plans-Determination,-Opinion-and-
Do not send this form to this address.
us the information. We need it to determine
Advisory-Letters. The schedule for user fees is
Instead, see Where To File.
whether you meet the legal requirements for
also set forth in Rev. Proc. 2016-8, 2016-1
plan approval. Section 7528 authorizes us to
I.R.B. 243, (available at
charge a user fee.
irb/2016-01_IRB/ar14.html) or the latest
annual update.
Check the appropriate box on line 5 and
enter the user fee due. Attach a check or
money order payable to “United States
Treasury” for the full amount of the user fee to
Form 8717-A. If you don't include the full
amount, your application may be returned.
Attach Form 8717-A to the opinion or
advisory letter application for Forms 4461,
4461-A, and 4461-B.
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