RI 38-117, Rollover Election,
RI 37-118, Rollover Information, and RI 37-22, Special Tax Notice
Regarding Rollovers
Extension without change of a currently approved collection
No
Regular
07/27/2022
Requested
Previously Approved
36 Months From Approved
07/31/2022
1,500
1,500
1,000
1,000
60,249
60,249
RI 38-117, Rollover Election, is used
to collect information from each payee affected by a change in the
tax code so that OPM can make payment in accordance with the wishes
of the payee. RI 38-118, Rollover Information, explains the
election. RI 37-22, Special Tax Notice Regarding Rollovers,
provides more detailed information.
PL:
Pub.L. 107 - 147 411 Name of Law: Amendments related to
Economic Growth and Tax Relief Reconciliation Act of 2001
PL:
Pub.L. 107 - 16 643 Name of Law: Rollovers of after-tax
contributions
PL:
Pub.L. 107 - 16 641 Name of Law: Rollovers allowed among
various types of plans
US Code:
26 USC 402(f) and 402(c)(2) Name of Law: Taxability of
beneficiary of employees' trust
US Code:
5 USC 8432(j)(2) Name of Law: Lump-sum benefits; designation of
beneficiary; order of precedence
Charles Conyers 202 606-0125
charles.conyers@opm.gov
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.