Get Information Sharing And Assignment Agreement For Designated ... - Revenue Ky

Filling out the Information Sharing and Assignment Agreement for Designated Refund Claims is an important step for companies seeking sales and use tax refunds in Kentucky. This guide will provide clear instructions on how to complete the form online effectively, ensuring all necessary information is captured correctly.

Follow the steps to fill out the form accurately.

1. Click ‘Get Form’ button to obtain the form and open it in your chosen online document editor.
2. Identify the applicable refund type at the top of the form. Check the box for either KEIA, Signature Project, or Alternative Fuel, Gasification, or Renewable Energy Facility based on your qualification.
3. Fill in the 'Approved Company or Agency' section with the company's name, contact person, Kentucky Sales/Use Account number, address, telephone number, and email address.
4. Complete the 'Vendor' section in the same manner as the previous step. Ensure all contact details are accurate.
5. Next, complete the 'Contractor/Subcontractor (Purchaser)' section with the required information of the purchasing entity. Include name, contact person, and other relevant details.
6. Read through the 'Purpose' and 'Terms of Agreement' sections to understand the obligations and the legal context of the agreement.
7. Ensure that the signature lines for all parties — Approved Company/Agency, Vendor, and Contractor/Subcontractor — are signed by authorized individuals, noting the date of signing.
8. Once all sections are completed and signatures obtained, review the entire form for accuracy and completeness.
9. After confirming all information is correct, save the changes, and choose whether to download, print, or share the form as needed.

Complete your document online to streamline your refund process.