Last updated on Sep 24, 2015
Get the free IRS Form 8717 User Fee for Employee Plan Determination
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What is IRS Form 8717
The IRS Form 8717 is a tax document used by plan sponsors to request a determination letter for employee retirement plans.
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IRS Form 8717 is needed by:
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Plan sponsors seeking determinations for retirement plans
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Employers managing employee benefit plans
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Small business owners applying for exemptions
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Tax professionals assisting clients with IRS documentation
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Individuals managing their own employee benefit arrangements
Comprehensive Guide to IRS Form 8717
What is IRS Form 8717 for Employee Plan Determination?
IRS Form 8717 is a critical component in the employee plan determination letter process. This tax form is designed to assist plan sponsors in requesting a determination letter, which confirms whether their employee benefit plans meet federal qualifications. The form requires essential fields, including the plan sponsor's name, employer identification number, plan number, and plan name.
Additionally, a certification section exists for small business employers, which allows them to be exempt from user fees associated with this form. A thorough understanding of IRS Form 8717 is essential for any plan sponsor navigating the complex landscape of employee benefit compliance.
Purpose and Benefits of IRS Form 8717
Completing IRS Form 8717 is vital for taxpayers and plan sponsors aiming to secure a determination letter. This letter serves as a guarantee of compliance, reassuring both employers and employees of the correctness of their benefits plan.
The benefits of using this form extend beyond mere compliance. Employers gain confidence that their plans adhere to regulations, while employees are assured they are receiving appropriate benefits. Failure to submit the form may lead to complications in plan operations and unnecessary legal risks.
Who Needs IRS Form 8717?
Plan sponsors are the primary audience for IRS Form 8717, as they are responsible for initiating the determination letter request. It is crucial that plan sponsors provide their signatures on the form to validate its submission.
The necessity of this form may arise in various scenarios. For instance, different types of plans or specific situations, such as when a plan undergoes significant changes, might trigger the requirement for this form to be completed.
How to Fill Out IRS Form 8717 Online
To efficiently complete IRS Form 8717 online, follow these steps:
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Open the pdfFiller platform and locate the form.
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Input the plan sponsor's name, employer identification number, and plan number in the designated fields.
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Provide the plan name accurately.
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Fill out the certification section, ensuring all required signatures are included.
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Review the completed form for accuracy prior to submitting.
Utilizing pdfFiller ensures a streamlined process for filling out IRS Form 8717, minimizing errors and enhancing compliance.
Common Mistakes When Completing IRS Form 8717
When filling out IRS Form 8717, several common errors can occur, which may lead to complications. Among these pitfalls are:
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Omissions of required information, such as the employer identification number or plan name.
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Incorrect data entry that fails to align with IRS expectations.
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Neglecting to sign the certification section or provide necessary signatures.
It is essential to thoroughly review all information before submission to avoid these mistakes and ensure a smooth process.
Submission Methods for IRS Form 8717
There are several options available for submitting IRS Form 8717, each with distinct requirements. The primary submission methods include:
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Online submission through pdfFiller, which allows for secure handling of sensitive data.
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Postal mail for those who prefer a traditional approach, ensuring it is sent to the correct IRS address.
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Fax submission, although this method may have restrictions based on specific circumstances.
It's important to consider applicable payment methods and potential fees when determining how to submit the form.
What Happens After Submitting IRS Form 8717?
Upon submission of IRS Form 8717, the IRS initiates a series of processing steps. First, the submission is reviewed for accuracy and completeness, followed by the issuance of a determination letter if all criteria are met.
Tracking the status of the submission is crucial. Employers can follow up using the IRS's designated processes to ensure they receive timely updates and can take necessary actions if additional information is required.
Security and Compliance When Handling IRS Form 8717
Security is paramount when handling sensitive documents like IRS Form 8717. pdfFiller prioritizes compliance and security, utilizing 256-bit encryption alongside adhering to regulations such as SOC 2 Type II, HIPAA, and GDPR.
Employers must ensure that all submissions of IRS forms are executed with the highest level of data protection to safeguard against potential breaches.
Sample of Completed IRS Form 8717
To assist users in understanding how to accurately complete IRS Form 8717, a visual reference is beneficial. A downloadable sample of a filled-out form is available for users to examine.
This example will clarify the content expectations for each section, helping to ensure that all critical fields are accurately represented when filling out the actual form.
Explore pdfFiller’s Solutions for IRS Form 8717
pdfFiller provides an array of solutions tailored for IRS Form 8717. Key features include the ability to create fillable forms, eSigning capabilities, and secure document sharing.
Utilizing pdfFiller can enhance the user's experience in completing the form efficiently while maintaining compliance with all IRS requirements.
How to fill out the IRS Form 8717
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1.To begin, access pdfFiller and search for IRS Form 8717 in the templates section.
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2.Click on the form to open it in the pdfFiller editor where you'll see fillable fields and editing tools.
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3.Gather necessary information such as the plan sponsor's name, employer identification number, plan number, and the name of the plan before you start filling the form.
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4.Navigate through the fields by clicking on each one, and input the required information using your keyboard.
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5.For the certification section, ensure to include a signature, date, and printed name and title as required.
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6.Review all entered data carefully to ensure accuracy and completeness, especially in the checkbox sections for the submission type.
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7.After finalizing the form, save your work by using the save function, or download it to your device in the desired format.
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8.If needed, submit your completed form directly through pdfFiller’s submission options to the IRS or print for mailing.
Who is eligible to use IRS Form 8717?
IRS Form 8717 is designed for plan sponsors of employee retirement plans who need to obtain a determination letter. This includes businesses and individuals managing benefit plans.
What is the deadline for submitting Form 8717?
While specific deadlines for IRS Form 8717 submission can vary, it is generally advisable to submit the form along with your determination letter application as soon as your plan is established or modified.
What methods are available for submitting Form 8717?
Form 8717 can be submitted digitally through certain IRS online services or printed and sent via mail. Ensure to check the IRS guidelines for preferred submission methods.
What supporting documents are required with Form 8717?
Typically, you will need to attach your determination letter application along with any corresponding fees as outlined on Form 8717. Be sure to review the IRS instructions for additional requirements.
What are common mistakes to avoid when filling out the form?
Common mistakes include missing signatures in the certification section, incorrect entries for the employer identification number, and not checking the appropriate submission type. Always double-check details before submission.
How long does it take to process Form 8717?
Processing times for IRS Form 8717 can vary. Generally, it may take several weeks to a few months, depending on the complexity of the application and IRS workload.
What should I do if I have issues while filling out the form on pdfFiller?
If you encounter issues while using pdfFiller, you can consult the help resources or customer support available on the platform, or refer to IRS guidelines for assistance related to Form 8717.
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