Form 4172 Notice of Intent to Transfer Lump-Sum Payment(S) to Qualified Employer Sponsored Plan - Kentucky

Form 4172 Notice of Intent to Transfer Lump-Sum Payment(S) to Qualified Employer Sponsored Plan - Kentucky

What Is Form 4172?

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 4172?
A: Form 4172 is the Notice of Intent to Transfer Lump-Sum Payment(s) to Qualified Employer Sponsored Plan form.

Q: Who needs to file Form 4172?
A: Individuals who want to transfer lump-sum payments to a qualified employer-sponsored plan in Kentucky are required to file Form 4172.

Q: What is the purpose of Form 4172?
A: The purpose of Form 4172 is to notify the Kentucky Department of Revenue of your intent to transfer lump-sum payments to a qualified employer-sponsored plan.

Q: How do I file Form 4172?
A: Form 4172 should be completed and submitted to the Kentucky Department of Revenue.

Q: Are there any fees associated with filing Form 4172?
A: No, there are no fees associated with filing Form 4172.

Q: What is a lump-sum payment?
A: A lump-sum payment is a single payment made to a person that represents the total amount of an individual's benefits for a specified period.

Q: What is a qualified employer-sponsored plan?
A: A qualified employer-sponsored plan is a retirement savings plan, such as a 401(k) or 403(b) plan, that meets specific requirements under the Internal Revenue Code.

Q: Is Form 4172 specific to Kentucky?
A: Yes, Form 4172 is specific to the state of Kentucky.

Q: Is Form 4172 mandatory?
A: Yes, if you want to transfer lump-sum payments to a qualified employer-sponsored plan in Kentucky, filing Form 4172 is mandatory.

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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 4172 by clicking the link below or browse more documents and templates provided by the Kentucky Public Pensions Authority.

Download Form 4172 Notice of Intent to Transfer Lump-Sum Payment(S) to Qualified Employer Sponsored Plan - Kentucky

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