Application for Exemption From Social Security and Medicare Taxes and Waiver of Benefits

Forms and Documents

Forms and supporting documents for this ICR

Document	Type	Status	Availability
Form 4029 Application for Exemption From Social Security and Medicare Taxes and Waiver of Benefits	Form and Instruction	Modified	Available
Summary of 2008 changes.pdf	Supplementary Document	Uploaded 2009-02-04	Available
brdn_indiv for Form 4029.PDF	Supplementary Document	Uploaded 2009-02-04	Available
F4029_Sup Stmnt.doc	Supporting Statement A	Uploaded 2009-02-04	Available

IC Document Collections

Information collection document groups

IC ID	Collection	Type	Status	Form
16837	Application for Exemption From Social Security and Medicare Taxes and Waiver of Benefits	Form and Instruction	Modified

ICR Details

OMB Control No: 1545-0064	ICR Reference No: 200902-1545-001
Status: Historical Active	Previous ICR Reference No: 200604-1545-014
Agency/Subagency: TREAS/IRS	Agency Tracking No: CB-0064-001
Title: Application for Exemption From Social Security and Medicare Taxes and Waiver of Benefits
Type of Information Collection: Revision of a currently approved collection	Common Form ICR:  No
Type of Review Request: Regular
OIRA Conclusion Action: Approved without change	Conclusion Date: 04/22/2009
	Date Received in OIRA: 03/03/2009
Terms of Clearance:

table that charts list comparision

	Inventory as of this Action	Requested	Previously Approved
Expiration Date	04/30/2012	36 Months From Approved	05/31/2009
Responses	3,754	0	3,754
Time Burden (Hours)	3,792	0	3,154
Cost Burden (Dollars)	0	0	0

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Abstract: Form 4029 is used by members of recognized religious groups to apply for exemption from social security and Medicare taxes under IRC sections 1402(g) and 3127. The information is used to approve or deny exemption from social security and Medicare taxes.

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Authorizing Statute(s): US Code: 26 USC 1402 Name of Law: TAX ON SELF-EMPLOYMENT INCOME
   US Code: 26 USC 3127 Name of Law: Exemption for employers and their employees where both are members of religious faiths opposed to pa
   US Code: 26 USC 3111 Name of Law: Rate of tax
   US Code: 26 USC 3101 Name of Law: Rate of tax
   US Code: 26 USC 6103 Name of Law: Confidentiality and disclosure of returns and return information
  

Citations for New Statutory Requirements: US Code: 26 USC 3127(c)(2) Name of Law: Exemption for employers and their employees where both are members of religious faiths opposed to pa
US Code: 26 USC 1402(g)(2) Name of Law: TAX ON SELF-EMPLOYMENT INCOME

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Associated Rulemaking Information
RIN:	Stage of Rulemaking:	Federal Register Citation:	Date:
	Not associated with rulemaking

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Federal Register Notices & Comments
60-day Notice:	Federal Register Citation:	Citation Date:
	73 FR 73386	12/02/2008
30-day Notice:	Federal Register Citation:	Citation Date:
	74 FR 8843	02/26/2009
Did the Agency receive public comments on this ICR? No

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Number of Information Collection (IC) in this ICR: 1

table that charts list of burden

IC Title	Form No.	Form Name
Application for Exemption From Social Security and Medicare Taxes and Waiver of Benefits	4029	Application for Exemption From Social Security and Medicare Taxes and Waiver of Benefits

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ICR Summary of Burden

table that charts list of burden

	Total Approved	Previously Approved	Change Due to New Statute	Change Due to Agency Discretion	Change Due to Adjustment in Estimate	Change Due to Potential Violation of the PRA
Annual Number of Responses	3,754	3,754	0	0	0	0
Annual Time Burden (Hours)	3,792	3,154	478	160	0	0
Annual Cost Burden (Dollars)	0	0	0	0	0	0

Burden increases because of Program Change due to Agency Discretion: Yes

Burden Increase Due to: Miscellaneous Actions

Burden decreases because of Program Change due to Agency Discretion: No

Burden Reduction Due to:

Short Statement: Form revised due to addresses for filing applications for exemption and revoking exemptions were updated. Revision of form, added 3 code references, 2 line items and 1,161 words. See "Summary of Changes" in the Supplementary Documents section. Burden hours increased to 3,792.

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Annual Cost to Federal Government: $213

Does this IC contain surveys, censuses, or employ statistical methods? No

Is the Supporting Statement intended to be a Privacy Impact Assessment required by the E-Government Act of 2002? No

Is this ICR related to the Affordable Care Act [Pub. L. 111-148 & 111-152]? Uncollected

Is this ICR related to the Dodd-Frank Wall Street Reform and Consumer Protection Act, [Pub. L. 111-203]? Uncollected

Is this ICR related to the American Recovery and Reinvestment Act of 2009 (ARRA)? No

Is this ICR related to the Pandemic Response? Uncollected

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Common Form ICR:  No

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On behalf of this Federal agency, I certify that the collection of information encompassed by this request complies with 5 CFR 1320.9 and the related provisions of 5 CFR 1320.8(b)(3).

The following is a summary of the topics, regarding the proposed collection of information, that the certification covers:

(a) It is necessary for the proper performance of agency functions;

(b) It avoids unnecessary duplication;

(c) It reduces burden on small entities;

(d) It uses plain, coherent, and unambiguous language that is understandable to respondents;

(e) Its implementation will be consistent and compatible with current reporting and recordkeeping practices;

(f) It indicates the retention periods for recordkeeping requirements;

(g) It informs respondents of the information called for under 5 CFR 1320.8 (b)(3) about:

(i) Why the information is being collected;

(ii) Use of information;

(iii) Burden estimate;

(iv) Nature of response (voluntary, required for a benefit, or mandatory);

(v) Nature and extent of confidentiality; and

(vi) Need to display currently valid OMB control number;

(h) It was developed by an office that has planned and allocated resources for the efficient and effective management and use of the information to be collected.

(i) It uses effective and efficient statistical survey methodology (if applicable); and

(j) It makes appropriate use of information technology.

If you are unable to certify compliance with any of these provisions, identify the item by leaving the box unchecked and explain the reason in the Supporting Statement.

Certification Date: 03/03/2009

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