Form 4029---Application for Exemption From Social Security and Medicare Taxes and Waiver of Benefits

ICR 201802-1545-007 · OMB 1545-0064 · Active

⚠️ Notice: This information collection may be outdated. More recent filings for OMB 1545-0064 can be found here:

Forms and Documents

Document	Type	Status	Availability
Form 4029 Application for Exemption From Social Security and Medicare Taxes and Waiver of Benefits	Form and Instruction	Unchanged	Available
2018-09-04_SS_1545-0064rLV.doc	Supporting Statement A	Uploaded 2018-09-04	Available

IC Document Collections

IC ID	Collection	Type	Status	Form
16837	Application for Exemption From Social Security and Medicare Taxes and Waiver of Benefits	Form and Instruction	Unchanged

ICR Details

OMB Control No: 1545-0064	ICR Reference No: 201802-1545-007
Status: Active	Previous ICR Reference No: 201504-1545-004
Agency/Subagency: TREAS/IRS	Agency Tracking No:
Title: Form 4029---Application for Exemption From Social Security and Medicare Taxes and Waiver of Benefits
Type of Information Collection: Extension without change of a currently approved collection	Common Form ICR: No
Type of Review Request: Regular
OIRA Conclusion Action: Approved without change	Conclusion Date: 02/14/2019
Retrieve Notice of Action (NOA)	Date Received in OIRA: 10/29/2018
Terms of Clearance:

	Inventory as of this Action	Requested	Previously Approved
Expiration Date	02/28/2022	36 Months From Approved	02/28/2019
Responses	3,754	0	3,754
Time Burden (Hours)	3,792	0	3,792
Cost Burden (Dollars)	0	0	0

Abstract: Form 4029 is used by members of recognized religious groups to apply for exemption from social security and Medicare taxes under IRC sections 1402(g) and 3127. The information is used to approve or deny exemption from social security and Medicare taxes.

Authorizing Statute(s): US Code: 26 USC 1402 Name of Law: TAX ON SELF-EMPLOYMENT INCOME
   US Code: 26 USC 3127 Name of Law: Exemption for employers and their employees where both are members of religious faiths opposed to pa
   US Code: 26 USC 6103 Name of Law: Confidentiality and disclosure of returns and return information

Citations for New Statutory Requirements: None

Associated Rulemaking Information
RIN:	Stage of Rulemaking:	Federal Register Citation:	Date:
	Not associated with rulemaking

Federal Register Notices & Comments
60-day Notice:	Federal Register Citation:	Citation Date:
	83 FR 4125	01/29/2018
30-day Notice:	Federal Register Citation:	Citation Date:
	83 FR 54415	10/29/2018
Did the Agency receive public comments on this ICR? No

Number of Information Collection (IC) in this ICR: 1

IC Title	Form No.	Form Name
Application for Exemption From Social Security and Medicare Taxes and Waiver of Benefits	4029	Application for Exemption From Social Security and

ICR Summary of Burden

	Total Approved	Previously Approved
Annual Number of Responses	3,754	3,754
Annual Time Burden (Hours)	3,792	3,792
Annual Cost Burden (Dollars)	0	0

Burden increases because of Program Change due to Agency Discretion: No

Burden Increase Due to:

Burden decreases because of Program Change due to Agency Discretion: No

Burden Reduction Due to:

Short Statement:

Annual Cost to Federal Government: $11,917

Does this IC contain surveys, censuses, or employ statistical methods? No

Does this ICR request any personally identifiable information (see OMB Circular No. A-130 for an explanation of this term)? Please consult with your agency's privacy program when making this determination. Yes

Does this ICR include a form that requires a Privacy Act Statement (see 5 U.S.C. §552a(e)(3))? Please consult with your agency's privacy program when making this determination. Yes

Is this ICR related to the Affordable Care Act [Pub. L. 111-148 & 111-152]? No

Is this ICR related to the Dodd-Frank Wall Street Reform and Consumer Protection Act, [Pub. L. 111-203]? No

Is this ICR related to the American Recovery and Reinvestment Act of 2009 (ARRA)? No

Is this ICR related to the Pandemic Response? Uncollected

Agency Contact: Wendy JING 737 800-4627

Common Form ICR: No