Form 14035 - Pilot Questionnaire For Governmental Plans Initiative Page 3
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24Pilot Questionnaire for Governmental Plans Initiative
Highlights of Pilot Questionnaire
This pilot questionnaire is an important step in a broader approach to educate the IRS, governmental plan
sponsors and administrators, and the public about critical tax compliance and tax administration issues and
concerns, and enhance the IRS’ current voluntary compliance programs. The pilot questionnaire focuses on
the following areas:
1. demographic information;
2. plan documents, including interaction with the IRS on determination and voluntary compliance matters;
3. plan provisions;
4. plan operations;
5. plan communications;
6. plan administration;
7. retirement systems; and
8. general questions and opportunities for the respondent to provide feedback and additional information.
The pilot questionnaire has been developed to consider certain areas within the oversight responsibilities of
the IRS.
Next Steps – Release of Pilot Questionnaire and Beyond
This pilot questionnaire has been developed along the lines of others that TEGE has developed in recent
years. IRS technical specialists with significant experience and expertise in governmental plan guidance,
compliance, and education and outreach have prepared the questionnaire to address those areas the IRS has
determined warrant its attention at this time. The feedback from the pilot questionnaire will be used to develop
the final questionnaire to be distributed later in 2009. Ultimately, the IRS will issue a public report that
summarizes the overall responses, findings, and observations based on those responses, including actions in
the areas of guidance, education/outreach, determinations, and compliance. Publicly issued reports will not
include taxpayer names or identifying information, nor will we use the pilot data to select anyone for
examination.
14035
Form
(Rev. 02-2009)
Page 3
Catalog Number 52098A
Department of the Treasury - Internal Revenue Service
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