1.401(a)(9)-3(b)(4)(iii) and 1.401 (c)(5)(iii) - life expectancy rule

Required Distributions from Retirement Plans

⚠️ Notice: This information collection may be referencing outdated material. More recent filings for OMB 1545-1573 can be found here:

Documents and Forms

Document Name Document Type
TD 8987.pdf TD 8987 IC Document
TD 8987.pdf TD 8987 IC Document

Information Collection (IC) Details

IC Title:	1.401(a)(9)-3(b)(4)(iii) and 1.401 (c)(5)(iii) - life expectancy rule	Agency IC Tracking Number:

Is this a Common Form? No		IC Status: Modified

Obligation to Respond: Required to Obtain or Retain Benefits

CFR Citation: 26 CFR 1.401(a)(9)-3(b)(4)(iii) 26 CFR 1.401(c)(5)(iii)

Information Collection Instruments:

Document Type	Form No.	Form Name	Instrument File	URL	Available Electronically?	Can Be Submitted Electronically?	Electronic Capability

Line of Business: General Government

Subfunction: Taxation Management

Privacy Act System of Records
Title: TD 8987 - Required Distributions From Retirement Plans	FR Citation: 67 FR 18988

Number of Respondents: 294,300	Number of Respondents for Small Entity: 0

Affected Public: Individuals or Households

Percentage of Respondents Reporting Electronically: 0 %

	Requested	Program Change Due to Agency Discretion
Annual Number of Responses for this IC	294,300	294,300
Annual IC Time Burden (Hours)	50,031	50,031
Annual IC Cost Burden (Dollars)	0	0

Documents for IC

Title	Document	Date Uploaded
TD 8987	TD 8987.pdf	04/11/2013

Blank fields in records indicate information that was not collected or not collected electronically prior to July 2006.