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Federal Free Printable Form 8717-A (Rev. September 2018) for 2021 Federal User Fee for Employee Plan Opinion or Advisory Letter Request

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User Fee for Employee Plan Opinion or Advisory Letter Request
Form 8717-A (Rev. September 2018)

Form 8717-A (Rev. September 2018) Department of the Treasury Internal Revenue Service 1 Name of plan provider User Fee for Employee Plan Opinion Letter Request ▶ For IRS Use Only ▶ Attach to applicable Form 4461, 4461-A, or 4461-B. Go to www.irs.gov/Form8717A for the latest information. OMB No. 1545-1772 Amount paid 2 Provider’s employer identification number 3 Plan number 4 Plan name Applications 5 User fees for pre-approved plans (1a) Mass or non-mass submitter—per basic plan document with one adoption agreement . . (1a) $ (1b) Mass or non-mass submitter—per each additional adoption agreement . . (1b) $ Mass or non-mass submitter single document plan (no adoption agreements)—per each single document plan . . . . . . . . . . . . . . . . . . . . . . . . (2) $ Provider’s identical adoption of mass submitter basic plan document—per adoption agreement or single document plan . . . . . . . . . . . . . . . . . . . (3) $ Provider’s minor modification of mass submitter basic plan document—per adoption agreement or single document plan . . . . . . . . . . . . . . . . . . . (4) $ (5) Assumption of sponsorship of a pre-approved plan—per basic plan document . . . . (5) $ (6) Change in name and/or address of provider of a pre-approved plan—per basic plan document . . . . . . . . . . . . . . . . . . . . . . . . . . . . (6) $ (2) (3) (4) Attach Check or Money Order Here User Fee Cat. No. 60826Q . . . . . . Form 8717-A (Rev. 9-2018) Page 2 Form 8717-A (Rev. 9-2018) General Instructions Section references are to the Internal Revenue Code. Future Developments For the latest information about developments related to Form 8717-A and its instructions, such as legislation enacted after they were published, go to www.irs.gov/Form8717A. What’s New Specific user fee amounts are no longer listed on Form 8717-A. You must now enter the appropriate user fee when completing line 5. Purpose of Form Generally, a user fee is required with each application for an opinion letter. Use Form 8717-A to submit the appropriate fee for the opinion letter. Specific Instructions Line 5. User fee. To determine the appropriate user fee to enter on line 5, go to the schedule for user fees in Rev. Proc. 2018-4, 2018-1 I.R.B. 146, available at www.irs.gov/irb/2018-01_IRB#RP-2018-4 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 letter application for Forms 4461, 4461-A, and 4461-B. If you have multiple plans, submit a separate opinion letter application and Form 8717-A for each plan. Where To File Include Form 8717-A and user fee with your request or application. Send your request or application to one of the following. If sent via U.S. mail, Internal Revenue Service Attn: Pre-Approved Plans Coordinator P.O. Box 2508 Room 6-403, Group 7521 Cincinnati, OH 45201-2508 If sent via Express Mail or Private Delivery Service, Internal Revenue Service Attn: Pre-Approved Plans Coordinator 550 Main Street Room 6-403, Group 7521 Cincinnati, OH 45202 Paperwork Reduction Act Notice. We ask for the information on this form to carry out the Internal Revenue laws of the United States. If you want to have your plan approved by the IRS, you are required to give us the information. We need it to determine whether you meet the legal requirements for plan approval. Section 7528 authorizes us to charge a user fee. You aren’t required to provide the information requested on a form subject to the Paperwork Reduction Act unless the form displays a valid OMB control number. Books or records relating to a form or its instructions must be retained as long as their contents may become material in the administration of any Internal Revenue law. Generally, tax returns and return information are confidential, as required by section 6103. The time needed to complete and file this form will vary depending on individual circumstances. The estimated average time is: Recordkeeping . . . . 1 hr., 12 min. Learning about the law or the form . . . . . . . . 34 min. Preparing, copying, assembling, and sending the form to the IRS . . . 1 hr., 48 min. If you have comments concerning the accuracy of these time estimates or suggestions for making this form simpler, we would be happy to hear from you. You can send us comments from www.irs.gov/ FormComments. Or you can send your comments to the Internal Revenue Service, Tax Forms and Publications Division, 1111 Constitution Ave. NW, IR-6526, Washington, DC 20224. Do not send this form to this address. Instead, see Where To File, earlier.
Extracted from PDF file 2019-federal-form-8717-a.pdf, last modified October 2018

More about the Federal Form 8717-A Other

We last updated the User Fee for Employee Plan Opinion or Advisory Letter Request in February 2020, and the latest form we have available is for tax year 2019. This means that we don't yet have the updated form for the current tax year. Please check this page regularly, as we will post the updated form as soon as it is released by the Federal Internal Revenue Service. You can print other Federal tax forms here.


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Form Sources:

The Internal Revenue Service usually releases income tax forms for the current tax year between October and January, although changes to some forms can come even later. We last updated Federal Form 8717-A from the Internal Revenue Service in February 2020.

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Historical Past-Year Versions of Federal Form 8717-A

We have a total of seven past-year versions of Form 8717-A in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2019 Form 8717-A

Form 8717-A (Rev. September 2018)

2018 Form 8717-A

Form 8717-A (Rev. September 2018)

2017 Form 8717-A

Form 8717-A (Rev. September 2016)

2016 Form 8717-A

Form 8717-A (Rev. September 2016)

User Fee for Employee Plan Opinion or Advisory Letter Request 2015 Form 8717-A

Form 8717-A (Rev. August 2014)

User Fee for Employee Plan Opinion or Advisory Letter Request 2014 Form 8717-A

Form 8717-A (Rev. August 2014)

User Fee for Employee Plan Opinion or Advisory Letter Request 2013 Form 8717-A

Form 8717-A (Rev. February 2013)


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