Form 14035 - Pilot Questionnaire For Governmental Plans Initiative Page 9
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24Pilot Questionnaire for Governmental Plans Initiative
16. The IRS recognizes that governmental plans may not have a single plan document, but the plan may
consist of documents from various sources.
(See the “Governmental Plans” webpage ( ) for a
FAQ that discusses this situation.)
Do you have a single, written plan document containing all the provisions of a section 401(a) plan (to the
extent applicable to governmental plans)?
Yes
No
If you responded “Yes,” proceed to Part 3: Plan Provisions.
If you responded “No,” answer Question 17.
17. Check all the boxes below that contain the provisions of the Plan.
Statutes
Rules
Regulations
Policies
Resolutions
Ordinances
Collective Bargaining Agreements
Other (please specify below):
PART 3: PLAN PROVISIONS
Even though governmental plans are not subject to all of the tax-qualification requirements
that apply to private sector plans, governmental plans are required to comply with certain of
the requirements, such as provisions relating to eligibility to participate, vesting of benefits,
and the types of benefits offered by plans. Because tax-qualified retirement plans are
required to comply with certain Code provisions and the terms of their plans, the following set
of questions is intended to obtain information concerning common types of plan provisions
which will help the IRS in assessing the need to develop further tools and guidance for the
governmental plan community.
Please provide a short description of the Plan provisions requested below.
18. What are the Plan’s age and service requirements for eligibility?
14035
Form
(Rev. 02-2009)
Catalog Number 52098A
Page 9
Department of the Treasury - Internal Revenue Service
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