Form 8717-A - User Fee For Employee Plan Opinion Or Advisory Letter Request Page 2

Download a blank fillable Form 8717-A - User Fee For Employee Plan Opinion Or Advisory Letter Request in PDF format just by clicking the "DOWNLOAD PDF" button.

Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.

Complete Form 8717-A - User Fee For Employee Plan Opinion Or Advisory Letter Request with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.

Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.

ADVERTISEMENT

2
Form 8717-A (2-2013)
Page
Instructions
Where To File
You are not required to provide the
information requested on a form subject to
Include Form 8717-A and user fee with
(Section references are to the Internal
the Paperwork Reduction Act unless the form
your request or application.
Revenue Code unless otherwise noted.)
displays a valid OMB control number. Books
Send your request or application to one
or records relating to a form or its instructions
Generally, a user fee is required with each
of the following:
must be retained as long as their contents
application for an opinion or advisory
may become material in the administration of
letter. The user fees are shown on page 1.
If sent via U.S. mail,
any Internal Revenue law. Generally, tax
Information on this Form was previously
Internal Revenue Service
returns and return information are
requested on Form 8717. For more
P.O. Box 2508
confidential, as required by section 6103.
information, see Rev. Proc. 2013-8,
Attn: Pre-Approved Plans Coordinator
2013-1 I.R.B. 237 (available at
The time needed to complete and file this
Room 5106
) and
form will vary depending on individual
Cincinnati, OH 45201
subsequent updates for more information.
circumstances. The estimated average time is:
If sent via Express Mail or Private
Recordkeeping
Effective Date
.
.
.
.
1 hr., 12 min.
Delivery Service,
Learning about the law
Internal Revenue Service
Form 8717-A is effective for opinion and
or the form .
.
.
.
.
.
.
. 34 min.
550 Main Street
advisory letter applications postmarked on
Attn: Pre-Approved Plans Coordinator
or after February 1, 2013. The Service will
Preparing, copying,
Room 5106
continue to accept Form 8717 (Rev.
assembling, and sending
Cincinnati, OH 45202
November 2011) for applications
the form to the IRS
.
.
.
1 hr., 48 min.
postmarked prior to August 1, 2013. If
If you have comments concerning the
Paperwork Reduction Act Notice. We ask
using the Form 8717, please make sure
accuracy of this time estimate or suggestions
for the information on this form to carry out
the correct user fee is paid.
for making this form simpler, we would be
the Internal Revenue laws of the United
Check the appropriate box in line 5 and
happy to hear from you. You can write to the
States. If you want to have your plan
attach a check or money order payable to
Internal Revenue Service, Tax Products
approved by the IRS, you are required to give
“United States Treasury” for the full amount of
Coordinating Committee,
us the information. We need it to determine
the user fee to Form 8717-A. If you do not
SE:W:CAR:MP:T:M:S, 1111 Constitution Ave.
whether you meet the legal requirements for
include the full amount, your application may
NW, IR-6526, Washington, DC 20224.
plan approval. Section 7528 authorizes us to
be returned.
Do not send this form to this address.
charge a user fee.
Attach Form 8717-A to the opinion or
Instead, see Where To File, earlier.
advisory letter application for Forms 4461,
4461-A, and 4461-B.
If you have multiple plans, submit a
separate opinion or advisory letter
application and Form 8717-A for each
plan.

ADVERTISEMENT

00 votes

Related Articles

Related forms

Related Categories

Parent category: Financial
Go
Page of 2