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Get and Sign 4972 Form 2014-2022
Distribution of a plan participant’s entire balance (excluding deductible voluntary employee
contributions and certain forfeited amounts) from all of an employer’s qualified plans of one kind (for
example, pension, profit-sharing, or stock bonus)? If “No,” do not use this form . . . . . . . . .
2
Did you roll over any part of the distribution? If “Yes,” do not use this form . . . . . . . . . . .
3
Was this distribution paid to you as a beneficiary of a plan participant who was born before...
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