OMB.report

Federal forms, ICRs, and supporting documents

Information Collection Request

RI 38-117, Rollover Election and RI 37-22, Special Tax Notice Regarding Rollovers

ICR 200810-3206-008 · OMB 3206-0212 · Historical Active

Forms and Documents
DocumentTypeStatusAvailability
Form RI 38-117 RI 38-117, Rollover Election Form and Instruction Modified Available
Ri38-118 PA & PRA statements.pdf Supplementary Document Uploaded 2008-12-23 Available
Ri38-118 PA & PRA statements.pdf Supporting Statement A Uploaded 2008-12-23 Available
Justification for RI 37-22 and RI 38-117.doc Justification for No Material/Nonsubstantive Change Uploaded 2008-10-23 Repair queued
RI38-117_November2008_MarkUp.pdf Supplementary Document Uploaded 2008-10-23 Available
RI38-117_October2004_MarkUp.pdf Supplementary Document Uploaded 2008-10-23 Available
RI37-022_July2002_MarkUp.pdf Supplementary Document Uploaded 2008-10-23 Available
RI37-022_November2008_MarkUp.pdf Supplementary Document Uploaded 2008-10-23 Available
IC Document Collections
IC IDCollectionTypeStatusForm
33708 RI 38-117, Rollover Election Form and Instruction Modified
ICR Details
3206-0212 200810-3206-008
Historical Active 200605-3206-002
OPM
RI 38-117, Rollover Election and RI 37-22, Special Tax Notice Regarding Rollovers
No material or nonsubstantive change to a currently approved collection   No
Regular
Approved with change 12/30/2008
Retrieve Notice of Action (NOA) 10/29/2008
  Inventory as of this Action Requested Previously Approved
07/31/2009 07/31/2009 07/31/2009
1,500 0 1,500
750 0 750
0 0 0
Public Law 107-16 amends the Internal Revenue Code to allow OPM to roll over taxable and non-taxable payments to IRA's, Thrift Savings, or other retirement plans at the option of the payee. The payee uses RI 38-117 to inform OPM of his wishes. RI 37-22, Special Tax Notice Regarding Rollovers, provides more detailed information.
None
None
Not associated with rulemaking
No
1
IC Title Form No. Form Name
RI 38-117, Rollover Election RI 38-117 Rollover Election Form
  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 1,500 1,500 0 0 0 0
Annual Time Burden (Hours) 750 750 0 0 0 0
Annual Cost Burden (Dollars) 0 0 0 0 0 0
No
No
$0
No
No
Uncollected
Uncollected
Uncollected
Uncollected
Cyrus Benson 202 606-0623 [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.
10/29/2008