
Kentucky Retirement Systems Perimeter Park West l1260 Louisville Rd. l Frankfort KY 40601-6124 Phone: (502) 696-8800 l Fax: (502) 696-8822 l kyret.ky.gov Print Special Tax Notice Application for Refund.
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How to fill out the Form 4525 online
This guide provides a clear and supportive framework for users to complete the Form 4525 online, ensuring all necessary information is accurately submitted. The steps outlined will help users navigate each section of the form effectively.
Follow the steps to successfully complete and submit your Form 4525 online.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Fill in your member information, including your name, member ID, and address. Ensure all fields are completed to avoid processing delays.
- Enter your date of birth and termination date, including the month, day, and year. This information is essential for verifying your identity and processing your request.
- Select the retirement system from which the refund or rollover is requested, choosing between the Kentucky Employees Retirement System, County Employees Retirement System, or State Police Retirement System.
- Indicate your payment election by selecting an option for the taxable and non-taxable portions. If applicable, specify a direct rollover or option for payment directly to you.
- If you have selected a rollover, complete the information on page 2, providing details about the receiving account and financial institution.
- Review the certification statement, confirm that you understand the contents, and sign and date the form. Ensure that you include a witness signature if required.
- Save your changes, download the completed form, and print or share it as needed for your records before submission.
Complete your documents online today to ensure a smooth processing experience.
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