TD 9099 - Disclosure of Relative Values of Optional Forms of Benefit

ICR 201712-1545-006

OMB: 1545-0928

Federal Form Document

Forms and Documents
Document
Name
Status
Supporting Statement A
2018-01-30
Supplementary Document
2008-07-22
IC Document Collections
ICR Details
1545-0928 201712-1545-006
Historical Active 201411-1545-010
TREAS/IRS
TD 9099 - Disclosure of Relative Values of Optional Forms of Benefit
Extension without change of a currently approved collection   No
Regular
Approved without change 04/30/2018
Retrieve Notice of Action (NOA) 03/27/2018
  Inventory as of this Action Requested Previously Approved
04/30/2021 36 Months From Approved 04/30/2018
3,000,000 0 3,000,000
385,000 0 385,000
0 0 0

This document contains previously approved final regulations that consolidate the content requirements applicable to explanations of qualified joint and survivor annuities and qualified preretirement survivor annuities payable under certain retirement plans, and specify requirements for disclosing the relative value of optional forms of benefit that are payable from certain retirement plans in lieu of a qualified joint and survivor annuity. These regulations affect plan sponsors and administrators, and participants in and beneficiaries of, certain retirement plans.

US Code: 26 USC 6103 Name of Law: Confidentiality and disclosure of returns and return information
   US Code: 26 USC 401 Name of Law: Qualified pension, profit-sharing, and stock bonus plans
   US Code: 26 USC 417 Name of Law: Definitions and special rules for purposes survivor annuity requirementsof minimum
  
None

Not associated with rulemaking

  82 FR 57528 12/05/2017
83 FR 13178 03/27/2018
No

1
IC Title Form No. Form Name
TD 9099 - Disclosure of Relative Values of Optional Forms of Benefit

  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 3,000,000 3,000,000 0 0 0 0
Annual Time Burden (Hours) 385,000 385,000 0 0 0 0
Annual Cost Burden (Dollars) 0 0 0 0 0 0
No
No

$0
No
    No
    No
No
No
No
Uncollected
Linda Marshall 202 622-6090 [email protected]

  No

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:
 
 
 
 
 
 
 
    (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;
 
 
 
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.
03/27/2018


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