How do I transfer/rollover funds from a previous retirement plan to purchase service credit?
In order to complete a direct rollover or transfer of funds from another qualified plan to purchase service with KRS, you and the financial institution making the direct rollover or transfer of funds must complete a Form 4170, Direct Transfer/Rollover Acknowledgement Form. It is your responsibility to see that the completed Form 4170 is in our office prior to the due date on your service purchase cost calculation. If the transfer or rollover does not cover the entire purchase cost, a check for the remaining amount must also be received at the retirement office by the purchase due date. See Also: Forms.
Related Questions
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- How do I transfer/rollover funds from a previous retirement plan to purchase service credit?
