Form 8717-A - User Fee For Employee Plan Opinion Or Advisory Letter Request
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28717-A
User Fee for Employee Plan Opinion
OMB No. 1545–1772
For
or Advisory Letter Request
Form
IRS
(August 2014)
Use
Amount paid
Attach to applicable Form 4461, 4461-A, or 4461-B.
▶
Department of the Treasury
Only
For the latest information about this form, go to
Internal Revenue Service
▶
1 Name of plan sponsor/practitioner
2 Sponsor’s/practitioner's employer identification number
3 Plan number
4 Plan name
Applications
Fee Schedule
5a Volume submitter
(1a) $ 14,000
(1a) Specimen plan (nonmass) with no/one adoption agreement
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(1b) $ 11,000
(1b) Specimen plan (nonmass) – per each additional adoption agreement .
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(2a) $ 16,000
(2a) Mass submitter specimen plan with no/one adoption agreement
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(2b) $ 2,000
(2b) Mass submitter – per each additional adoption agreement .
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(3)
(3)
Specimen plan identical to mass submitter specimen plan .
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$
400
(4)
(4)
Assumption of sponsorship of an approved specimen plan – per basic plan document
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$
300
(5)
Change in name and/or address of practitioner of an approved specimen plan – per basic
(5)
plan document .
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$
0
(6)
(6)
Mass submitter/nonmass submitter practitioner – per trust document in excess of 10 .
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$ 1,000
5b Master & Prototype (M&P):
(1a) $ 16,000
(1a) Mass Submitter – per basic plan document with one adoption agreement .
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(1b) $ 2,000
(1b) Mass Submitter – per each additional adoption agreement
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(2)
Sponsor’s identical adoption of mass submitter basic plan document – per adoption
(2)
agreement
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$
400
(3)
Sponsor’s minor modification of mass submitter basic plan document – per adoption
(3)
agreement
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$ 1,000
(4a) Nonmass submitter – per basic plan document with one adoption agreement
(4a) $ 14,000
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(4b) Nonmass submitter – per each additional adoption agreement
(4b) $ 11,000
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(5)
(5)
Opinion letter for additional optional provisions – per mass submitter basic plan document .
$ 1,000
(6)
(6)
Assumption of sponsorship of an approved M&P plan – per basic plan document .
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$
300
(7)
Change in name and/or address of sponsor of an approved M&P plan – per basic plan
(7)
document .
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$
0
(8)
(8)
Mass submitter/nonmass submitter sponsor – per trust document in excess of 10 .
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$ 1,000
8717-A
Form
(8-2014)
Cat. No. 60826Q
*60826Q08201401*
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