An Information Collection Request (ICR) is a federal agency's request for approval from the Office of Management and Budget (OMB) to collect information from the public. Under the Paperwork Reduction Act (PRA), agencies must justify why the information is needed and how it will be used.

Federal agencies are required to submit an ICR whenever they create, renew, or modify an information collection. Each ICR includes a description of the collection, supporting materials and documentation (such as forms, surveys, or scripts), and proof that the agency has met the requirements of the PRA.

The ICR is submitted to the The Office of Information and Regulatory Affairs (OIRA) within OMB for review and approval. OIRA grants approval for a maximum of three years, after which the collection must be renewed through a new ICR submission.

ICRs are publicly available on RegInfo.gov, and additional guidance can be found in the FAQs.

Note: Presidential Action influences are notated for ICRs received between January 20, 2025 and July 19, 2025.

Showing 20 of 14581 results

Reference Number
Title
Agency
Received
Status
Request Type
Presidential Action
202204-1545-014 Supplemental Income and Loss TREAS/IRS 2022-07-29 Active
Extension without change of a currently approved collection
Supplemental Income and Loss

Key Information

Received

2022-07-29
Concluded

2022-09-19
Expires

2025-09-30
Action

Approved without change
OMB Control #
1545-1972
Previous ICR

201903-1545-010

Federal Register Notices

60-Day FRN View Notice
30-Day FRN View Notice

Authorizing Statutes

26 USC 6011 (View Law)

26 USC 6012 (View Law)

Abstract

Internal Revenue Code (IRC) sections 6011 and 6012 require individuals and entities to prepare and file income tax returns annually. Treasury Regulations section 1.6012-3 requires fiduciaries to file tax returns for estates and trusts using Form 1041. Form 1041 filers use Schedule E (Form 1040) to report income and loss from rental real estate, royalties, partnerships, S corporations, estates, trusts, and residual interests in real estate mortgage investment conduits (REMICs).

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202207-0938-018 Medicare Advantage, Section 1876 Cost Plans, and Prescription Drug Program: Notification of Free Interpreter Services (CMS-10802) HHS/CMS 2022-07-29 Active
New collection (Request for a new OMB Control Number)
Medicare Advantage, Section 1876 Cost Plans, and Prescription Drug Program: Notification of Free Interpreter Services (CMS-10802)

Key Information

Received

2022-07-29
Concluded

2022-12-05
Expires

2025-12-31
Action

Approved without change
OMB Control #
0938-1421
Previous ICR

202201-0938-007

Federal Register Notices

60-Day FRN View Notice
30-Day FRN View Notice

Authorizing Statutes

42 USC 1851(d)(3)(A) and 1860D-1(c) (View Law)

Abstract

CMS requires MA organizations and Part D sponsors to use the standardized document being submitted for OMB approval to satisfy disclosure requirements mandated by section 1851 (d)(3)(A) of the Act and 42 CFR 422.111 for MA organizations and section 1860D-1(c) of the Act and 42 CFR 423.128(a)(3) for Part D sponsors. We are proposing to reinstitute a requirement to use the MLI under §§ 422.2267(e)(31) and 423.2267(e)(33).

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202203-1545-023 Form 4972---Tax on Lump-Sum Distributions (From Qualified Retirement Plans of Plan Participants Born Before 1936) TREAS/IRS 2022-07-29 Active
Extension without change of a currently approved collection
Form 4972---Tax on Lump-Sum Distributions (From Qualified Retirement Plans of Plan Participants Born Before 1936)

Key Information

Received

2022-07-29
Concluded

2022-09-22
Expires

2025-09-30
Action

Approved without change
OMB Control #
1545-0193
Previous ICR

201904-1545-016

Federal Register Notices

60-Day FRN View Notice
30-Day FRN View Notice

Authorizing Statutes

26 USC 402 (View Law)

26 USC 403 (b) (View Law)

Abstract

IRC Section 402(e) allows taxpayers to compute a separate tax on a lump sum distribution from a qualified retirement plan. Form 4972 is used to correctly figure that tax. The data is used to verify the correctness of the separate tax. Form 4972 is also used to make the special 20% capital gain election attributable to pre-1974 participation from the lump-sum distribution.

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202205-1545-013 Installment Sale Income (Form 6252) TREAS/IRS 2022-07-29 Active
Revision of a currently approved collection
Installment Sale Income (Form 6252)

Key Information

Received

2022-07-29
Concluded

2022-09-22
Expires

2025-09-30
Action

Approved without change
OMB Control #
1545-0228
Previous ICR

201902-1545-001

Federal Register Notices

60-Day FRN View Notice
30-Day FRN View Notice

Authorizing Statutes

26 USC 453 (View Law)

Abstract

Information is needed to figure and report an installment sale for a casual or incidental sale of personal property, and a sale of real property by someone not in the business of selling real estate. Data is used to determine whether the installment sale has been properly reported and the correct amount of profit is included in income on the taxpayer's return.

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202205-1545-005 Conduit Arrangements Regulations TREAS/IRS 2022-07-29 Active
Extension without change of a currently approved collection
Conduit Arrangements Regulations

Key Information

Received

2022-07-29
Concluded

2022-09-21
Expires

2025-12-31
Action

Approved without change
OMB Control #
1545-1440
Previous ICR

201905-1545-007

Federal Register Notices

60-Day FRN View Notice
30-Day FRN View Notice

Authorizing Statutes

26 USC 881 (View Law)

26 USC 7701(1) (View Law)

Abstract

This document contains regulations relating to when the area director may recharacterize a financing arrangement as a conduit arrangement. Such recharacterization will affect the amount of withholding tax due on financing transactions that are part of the financing arrangement. These regulations will affect withholding agents and foreign investors.

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202207-1505-007 Ongoing Data Collection of Centrally Cleared Transactions in the U.S. Repurchase Agreement Market TREAS/DO 2022-07-29 Active
Extension without change of a currently approved collection
Ongoing Data Collection of Centrally Cleared Transactions in the U.S. Repurchase Agreement Market

Key Information

Received

2022-07-29
Concluded

2022-10-25
Expires

2025-12-31
Action

Approved with change
OMB Control #
1505-0259
Previous ICR

201907-1505-001

Federal Register Notices

60-Day FRN View Notice
30-Day FRN View Notice

Authorizing Statutes

12 USC 5344(b)(1) (View Law)

12 USC 5343(c) (View Law)

Abstract

The Financial Stability Oversight Council (“Council”) recommended an ongoing collection of repo data in its 2016 Annual Report to Congress and maintained this recommendation in its 2017 Annual Report. The expanded monitoring of the repo market made possible by this proposed collection appropriately meets Council duties and purposes because of this market’s crucial role in providing short-term funding and performing other functions for U.S. markets. The data would also support the calculation of the Secured Overnight Funding Rate (“SOFR”), which was selected by the Alternative Reference Rates Committee (“ARRC”) as its preferred alternative rate to U.S. dollar London Interbank Offered Rate (“LIBOR”), as well as the Broad General Collateral Rate (“BGCR”), helping fulfill another Council recommendation on the creation of alternative reference rates.

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202207-1545-003 Revenue Procedure 2003-39, Section 1031 LKE (Like-Kind Exchanges) Auto Leasing Programs TREAS/IRS 2022-07-29 Active
Extension without change of a currently approved collection
Revenue Procedure 2003-39, Section 1031 LKE (Like-Kind Exchanges) Auto Leasing Programs

Key Information

Received

2022-07-29
Concluded

2022-09-21
Expires

2025-12-31
Action

Approved without change
OMB Control #
1545-1834
Previous ICR

201904-1545-021

Federal Register Notices

60-Day FRN View Notice
30-Day FRN View Notice

Authorizing Statutes

26 USC 1031 (View Law)

Abstract

Revenue Procedure 2003-39 provides safe harbors for certain aspects of the qualification under Sec. 1031 of certain exchanges of property pursuant to LKE Programs for federal income tax purposes.

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202205-1545-026 Obligations principally secured by an interest in real property TREAS/IRS 2022-07-29 Active
Extension without change of a currently approved collection
Obligations principally secured by an interest in real property

Key Information

Received

2022-07-29
Concluded

2022-09-19
Expires

2025-12-31
Action

Approved without change
OMB Control #
1545-2110
Previous ICR

201902-1545-007

Federal Register Notices

60-Day FRN View Notice
30-Day FRN View Notice

Authorizing Statutes

26 USC 860G (View Law)

Abstract

This collection covers final regulations under section 1.860G-2 that expand the list of permitted loan modifications to include certain modifications that are often made to commercial mortgages. The collection of information in this regulation is in section 1.860G-2(b) (7). To establish that the 80-percent test is met at the time of modification, the servicer must obtain an appraisal or some other form of commercially reasonable valuation (the appraisal requirement). This information is required to show that modifications to mortgages permitted will not cause the modified mortgage to cease to be a qualified mortgage.

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202207-0938-019 Agent/Broker Data Collection in Federally-facilitated Health Insurance Exchanges (CMS-10464) HHS/CMS 2022-07-29 Historical Active
Extension without change of a currently approved collection
Agent/Broker Data Collection in Federally-facilitated Health Insurance Exchanges (CMS-10464)

Key Information

Received

2022-07-29
Concluded

2022-08-31
Expires

2025-08-31
Action

Approved without change
OMB Control #
0938-1204
Previous ICR

201903-0938-015

Federal Register Notices

60-Day FRN View Notice
30-Day FRN View Notice

Authorizing Statutes

Pub.L. 111 - 152 1217 (View Law)

Pub.L. 111 - 148 1312(e) (View Law)

Abstract

The Center for Consumer Information and Insurance Oversight (CCIIO), the agency within Centers for Medicare & Medicaid Services (CMS) charged with helping implement many provisions of the Affordable Care Act including the establishment of Affordable Insurance Exchanges (Exchanges), needs to collect data from individual agent/brokers to register them with the Federally-facilitated Exchange (FFE) and provide the required training in Exchange enrollment policies and procedures. Both section 1312(e) of the Affordable Care Act and 45 CFR ?155.220 permit States to allow agent/brokers to enroll individuals, employers, and employees in Qualified Health Plans (QHPs), including through the Exchanges; and assist individuals in applying for advance payments of the premium tax credit and cost-sharing reductions. Agent/brokers will serve as additional access points to the Exchange for individuals or SHOP employers/employees requiring or desiring agent/broker assistance. Agent/brokers must register with the FFE and meet training requirements that enforce their understanding of eligibility and enrollment in Exchanges prior to enrolling individuals or SHOP employer/employees in QHPs through the Exchanges. They must also apply this understanding to the development of any non-Exchange Web site used as a tool for enrollment. Agent/broker designed and administered web sites or tools will improve the flow of information to the FFE, and State-based Exchanges may also find these tools useful toward streamlining data submissions and easing the burden on the Exchange. The collection of information from agent/brokers described in detail below is needed to register and completion training with the FFE. Collected information will be used by CMS/CCIIO to verify the completion of the training requirement, provide the public with a list of registered agent/brokers trained in Exchange enrollment requirements and functions, and perform oversight of agent/brokers operating through the FFE.

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202207-1505-004 Form for OFAC License Applications to Unblock Funds Transfers TREAS/DO 2022-07-29 Active
Revision of a currently approved collection
Form for OFAC License Applications to Unblock Funds Transfers

Key Information

Received

2022-07-29
Concluded

2022-09-26
Expires

2025-09-30
Action

Approved without change
OMB Control #
1505-0170
Previous ICR

201909-1505-001

Federal Register Notices

60-Day FRN View Notice
30-Day FRN View Notice

Authorizing Statutes

50 USC 1701 et seq. (View Law)

50 USC App. 1-4 (View Law)

Abstract

Assets blocked pursuant to sanctions administered by Office of Foreign Assets Control (OFAC) may be released only through a specific license issued by OFAC. Since February 2000, use of this form to apply for the unblocking of funds transfers has been mandatory pursuant to 31 C.F.R. 501.801(b)(2). Use of this form greatly facilitates and speeds applicants' submissions and OFAC's processing.

-
202204-1545-008 Disclosure of Reportable Transactions TREAS/IRS 2022-07-29 Active
Extension without change of a currently approved collection
Disclosure of Reportable Transactions

Key Information

Received

2022-07-29
Concluded

2022-09-21
Expires

2025-12-31
Action

Approved without change
OMB Control #
1545-0865
Previous ICR

201902-1545-004

Federal Register Notices

60-Day FRN View Notice
30-Day FRN View Notice

Authorizing Statutes

26 USC 6111 (View Law)

Abstract

Internal Revenue Code (IRC) 6111 requires a sub-set of promoters called “material advisors” to disclose information about the promotion of certain types of transactions called “reportable transactions.” Material advisors to any reportable transaction must disclose certain information about the reportable transaction by filing a Form 8918 with the IRS. Material advisors who file a Form 8918 will receive a reportable transaction number from the IRS. Material advisors must provide the reportable transaction number to all taxpayers and material advisors for whom the material advisor acts as a material advisor.

-
202204-1545-009 Long-Term Care and Accelerated Death Benefits TREAS/IRS 2022-07-29 Active
Extension without change of a currently approved collection
Long-Term Care and Accelerated Death Benefits

Key Information

Received

2022-07-29
Concluded

2022-09-19
Expires

2025-12-31
Action

Approved without change
OMB Control #
1545-1519
Previous ICR

201809-1545-022

Federal Register Notices

60-Day FRN View Notice
30-Day FRN View Notice

Authorizing Statutes

26 USC 6050Q (View Law)

26 USC 101(g) (View Law)

26 USC 7702B (View Law)

Abstract

Internal Revenue Code (IRC) sections 7702B and 101(g) respectively define situations under which benefits paid under a long-term health care insurance contract and accelerated death benefits paid under a life insurance policy may qualify for special tax treatment. IRC section 6050Q requires the payer to report all such benefit amounts paid during any calendar year, specifying whether or not the benefits were paid in whole or in part on a per diem or other periodic basis without regard to expenses. Benefit payers use Form 1099-LTC to report any long-term care or accelerated death benefits paid to an individual. Payers include insurance companies, governmental units, and viatical settlement providers.

-
202204-1545-016 Form 5316, Application for Group or Pooled Trust Ruling TREAS/IRS 2022-07-29 Active
Revision of a currently approved collection
Form 5316, Application for Group or Pooled Trust Ruling

Key Information

Received

2022-07-29
Concluded

2022-09-19
Expires

2025-12-31
Action

Approved without change
OMB Control #
1545-2166
Previous ICR

201903-1545-016

Federal Register Notices

60-Day FRN View Notice
30-Day FRN View Notice

Authorizing Statutes

26 USC 501 (View Law)

26 USC 401 (View Law)

Pub.L. 114 - 113 336(e) (View Law)

5 USC 301 (View Law)

5 USC 552 (View Law)

Abstract

Treasury Regulations section 601.201, as authorized by 5 U.S.C. 301 and 5 U.S.C. 552, provides that it is the practice of the IRS to answer inquiries of individuals and organizations, whenever appropriate in the interest of sound tax administration, as to their status for tax purposes and as to the tax effects of their acts or transactions. Rev. Proc. 2022-4, updated annually, explains how the IRS provides advice to taxpayers on issues under the jurisdiction of the Commissioner, Tax Exempt and Government Entities Division, Employee Plans Rulings and Agreements Office. It also details the types of advice available to taxpayers and the procedures for requesting such advice. Internal Revenue Code (IRC) section 501(a) provides, in part, that a trust described in IRC section 401(a) shall be exempt from income tax. IRC section 401(a) requires that a qualified trust be created or organized in the United States and form part of a stock bonus, pension, or profit-sharing plan of an employer for the exclusive benefit of its employees or their beneficiaries. Qualified group or pooled trusts are described in Rev. Rul. 81-100, as clarified and modified by Rev. Rul. 2004-67, Rev. Rul. 2011-1, Rev. Rul. 2014-24, and section 336(e) of the Protecting Americans from Tax Hikes Act of 2015, P.L. 114-113. Form 5316 is used by trust sponsors to apply for a determination letter from the IRS on the qualified status of a group or pooled trust.

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202205-1545-015 Empowerment Zone Employment Credit (Form 8844) TREAS/IRS 2022-07-29 Active
Extension without change of a currently approved collection
Empowerment Zone Employment Credit (Form 8844)

Key Information

Received

2022-07-29
Concluded

2022-09-20
Expires

2025-09-30
Action

Approved without change
OMB Control #
1545-1444
Previous ICR

201903-1545-007

Federal Register Notices

60-Day FRN View Notice
30-Day FRN View Notice

Authorizing Statutes

26 USC 1396 (View Law)

26 USC 1397 (View Law)

26 USC 38 (View Law)

Abstract

Employers use Form 8844 to claim the empowerment zone and renewal community employment credit.

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202202-1545-014 Railroad Retirement Tax Act (Form CT-1 and CT-1X) TREAS/IRS 2022-07-29 Active
Extension without change of a currently approved collection
Railroad Retirement Tax Act (Form CT-1 and CT-1X)

Key Information

Received

2022-07-29
Concluded

2022-09-22
Expires

2025-09-30
Action

Approved without change
OMB Control #
1545-0001
Previous ICR

202112-1545-012

Federal Register Notices

60-Day FRN View Notice
30-Day FRN View Notice

Authorizing Statutes

26 USC 3221 (View Law)

26 USC 3201 (View Law)

Pub.L. 117 - 2 9501, 9641, and 9651 (View Law)

26 USC 6011 (View Law)

26 USC 6071 (View Law)

26 USC 6302 (View Law)

Abstract

Chapter 22 of the Internal Revenue Code (IRC) contains the rules and requirements of taxes imposed by the Railroad Retirement Tax Act (RRTA). IRC section 3201 imposes a tax on railroad employees' earnings at a rate equal to the social security tax rate, as well as a tax on income commonly known as Tier II tax. IRC section 3221 imposes the equivalent of employer Federal Insurance Contribution Act (FICA) tax and a Tier II tax on the employer. IRC sections 6011, 6071, and 6302, and their associated regulations, provide the requirements for filing returns, the time of filing, and the method of collecting taxes imposed by IRC Chapter 22. Form CT-1 is used by railroad employers to annually report taxes imposed by the Railroad Retirement Tax Act (RRTA) and claim eligible employer tax credits. Form CT-1X is used to correct errors on a previously filed Form CT-1.

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202204-1545-018 Election To Postpone Determination as To Whether the Presumption Applies That an Activity Is Engaged in for Profit TREAS/IRS 2022-07-29 Active
Extension without change of a currently approved collection
Election To Postpone Determination as To Whether the Presumption Applies That an Activity Is Engaged in for Profit

Key Information

Received

2022-07-29
Concluded

2022-09-22
Expires

2025-12-31
Action

Approved without change
OMB Control #
1545-0195
Previous ICR

201902-1545-002

Federal Register Notices

60-Day FRN View Notice
30-Day FRN View Notice

Authorizing Statutes

26 USC 183 (View Law)

Abstract

This form is used by individuals, partnerships, estates, trusts, and S corporations to make an election to postpone an IRS determination as to whether an activity is engaged in for profit for 5 years (7 years for breeding, training, showing, or racing horses). The data is used to verify eligibility to make the election.

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202207-3145-004 Research Performance Progress Report (RPPR) NSF 2022-07-28 Active
Extension without change of a currently approved collection
Research Performance Progress Report (RPPR)

Key Information

Received

2022-07-28
Concluded

2022-09-30
Expires

2026-03-31
Action

Approved without change
OMB Control #
3145-0221
Previous ICR

201908-3145-001

Federal Register Notices

60-Day FRN View Notice
30-Day FRN View Notice

Authorizing Statutes

42 USC 1861 et seq. (View Law)

Abstract

Agencies will be able to utilize a new uniform format for reporting performance progress on Federally funded research projects. The Research Performance Progress Report (RPPR) will directly benefit award recipients by making it easier for them to administer Federal grant and cooperative agreement programs through standardization of the types of information required in interim performance reports—thereby reducing their administrative effort and costs. The RPPR will also make it easier to compare the outputs, outcomes, etc. of research programs across the government.

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202205-1110-002 ViCAP Case Submission Form DOJ/FBI 2022-07-28 Active
Revision of a currently approved collection
ViCAP Case Submission Form

Key Information

Received

2022-07-28
Concluded

2022-11-29
Expires

2025-12-31
Action

Approved without change
OMB Control #
1110-0011
Previous ICR

201904-1110-003

Federal Register Notices

60-Day FRN View Notice
30-Day FRN View Notice

Authorizing Statutes

28 USC 534 (View Law)

Abstract

Comprehensive violent crime case information submitted to ViCAP by law enforcement is maintained in the Congressionally mandated respository (ViCAP National Crime Database) and is compared to all other cases in the database to identify potentially related cases.

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202203-1845-008 Third Party Servicer Data Collection ED/FSA 2022-07-28 Active
Revision of a currently approved collection
Third Party Servicer Data Collection

Key Information

Received

2022-07-28
Concluded

2023-02-06
Expires

2026-02-28
Action

Approved without change
OMB Control #
1845-0130
Previous ICR

202009-1845-001

Federal Register Notices

60-Day FRN View Notice
30-Day FRN View Notice

Authorizing Statutes

20 USC 1094 (View Law)

Abstract

The Department of Education (the Department) is seeking an revision of the OMB approval of a Third Party Servicer Data Form. This form collects information from third party servicers. This form is used to validate the information reported to the Department by higher education institutions about the third party servicers that administer one or more aspects of the administration of the Title IV, HEA programs on an institution’s behalf. This form also collects additional information required for effective oversight of these entities. This is a request for the revision of information collection 1845-0130. The Department is transitioning the current Third-Party Servicer Data Inquiry form to an electronic webform that will be housed within the FSA Partner Connect system. While some existing questions have been revised and additional questions have been added to the webform, there has been no change to the supporting regulatory language.

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202207-1557-005 Municipal Securities Dealers and Government Securities Brokers and Dealers Registration and Withdrawal TREAS/OCC 2022-07-28 Active
Extension without change of a currently approved collection
Municipal Securities Dealers and Government Securities Brokers and Dealers Registration and Withdrawal

Key Information

Received

2022-07-28
Concluded

2022-08-30
Expires

2025-12-31
Action

Approved without change
OMB Control #
1557-0184
Previous ICR

201906-1557-002

Federal Register Notices

60-Day FRN View Notice
30-Day FRN View Notice

Authorizing Statutes

15 USC 78o (View Law)

Abstract

Section 15B and section 15C of the Securities Exchange Act of 1934 (the “Exchange Act”) require, in part, that all national banks and federal savings associations (“FSAs”) that act as a municipal securities dealer or a government securities broker/dealer, respectively, file the relevant form with the appropriate regulatory agency to inform such agency of their broker/dealer activities. This information collection is required to satisfy the requirements of the Exchange Act. National banks and FSAs planning to engage in broker/dealer activities must file the required forms before beginning these activities.

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