Form 4170 Direct Transfer / Rollover Authorization - Kentucky

Form 4170 Direct Transfer / Rollover Authorization - Kentucky

What Is Form 4170?

This is a legal form that was released by the Kentucky Public Pensions Authority - a government authority operating within Kentucky. As of today, no separate filing guidelines for the form are provided by the issuing department.

FAQ

Q: What is Form 4170?
A: Form 4170 is the Direct Transfer/Rollover Authorization form for the state of Kentucky.

Q: What is the purpose of Form 4170?
A: The purpose of Form 4170 is to authorize the direct transfer or rollover of funds from a retirement account in Kentucky.

Q: Who needs to fill out Form 4170?
A: Individuals who want to transfer or rollover funds from a retirement account in Kentucky need to fill out Form 4170.

Q: Is there a fee for filing Form 4170?
A: No, there is no fee for filing Form 4170.

Q: Are there any deadlines for submitting Form 4170?
A: The specific deadlines for submitting Form 4170 may vary depending on the retirement plan provider. It is best to check with your provider for their deadline.

Q: What information is required on Form 4170?
A: Form 4170 requires information such as the account owner's name, account number, details of the receiving institution, and the type of transfer or rollover requested.

Q: How long does it take to process Form 4170?
A: The processing time for Form 4170 may vary depending on the retirement plan provider. It is best to check with your provider for an estimated processing time.

Q: Can I cancel or change my request after submitting Form 4170?
A: Once Form 4170 is submitted, it may not be possible to cancel or change the request. It is important to review the form and double-check all information before submitting.

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Form Details:

  • Released on April 1, 2021;
  • The latest edition provided by the Kentucky Public Pensions Authority;
  • Easy to use and ready to print;
  • Quick to customize;
  • Compatible with most PDF-viewing applications;

Download a fillable version of Form 4170 by clicking the link below or browse more documents and templates provided by the Kentucky Public Pensions Authority.

Download Form 4170 Direct Transfer / Rollover Authorization - Kentucky

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