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Name: Fillable Online User Fee for Employee Plan Determination Letter Request Fax Email Print - pdfFiller
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This form is used to submit a user fee with an application for a determination letter regarding employee plans as mandated by the Omnibus Budget Reconciliation Act of 1990. It details the necessary

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How to fill out 8717

01

Obtain a blank Form 8717 from the IRS website.

02

Enter your name, address, and other identifying information in the designated fields.

03

Indicate the specific type of plan for which you are applying.

04

Complete Section I with details about your plan, including the plan name and sponsor.

05

Fill out Section II if you are applying for a multiple employer plan.

06

Review Section III to determine if you need to provide additional information or documentation.

07

Sign and date the form at the bottom.

08

Make a copy of the completed form for your records.

09

Mail the form to the address specified in the instructions, along with any required fees.

Who needs 8717?

01

Individuals or organizations establishing a retirement plan.

02

Plan sponsors looking to request a determination letter.

03

Tax-exempt organizations that need to comply with IRS regulations.

04

Employers creating a new qualified retirement plan.

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What is 8717?

Form 8717 is a form used by organizations to apply for determination of tax-exempt status under Internal Revenue Code Section 501(c)(3) and related sections.

Who is required to file 8717?

Organizations that are seeking recognition of tax-exempt status under Section 501(c)(3) and similar sections must file Form 8717.

How to fill out 8717?

To fill out Form 8717, organizations need to provide their legal name, address, employer identification number (EIN), the type of organization, and other required information as outlined in the form instructions.

What is the purpose of 8717?

The purpose of Form 8717 is to apply for tax-exempt status for an organization and to provide necessary information to the IRS for determination.

What information must be reported on 8717?

Information that must be reported on Form 8717 includes the organization's identifying information, details about its structure, purpose, and activities, as well as any financial data required for the IRS review.

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