Are you a pension trustee or advisor looking for the best way to securely collect and manage the financial data of your clients? The PT 401 form is an important resource you should be aware of. This comprehensive document contains everything from personal income details, pension contributions, company contributions, and more - making it ideal for those responsible for managing pensions. In this blog post, we'll discuss what a PT 401 form is, who should use it, how to fill it out correctly, and provide tips on using technology to help streamline the process. Keep reading to learn all about this essential form!
| Question | Answer |
|---|---|
| Form Name | Pt 401 Form |
| Form Length | 2 pages |
| Fillable? | No |
| Fillable fields | 0 |
| Avg. time to fill out | 30 sec |
| Other names | scdor form pt 401 0, sc form pt 401 i fillable, fillable sc pt401 form, sc dept of revenue form pt 401 |
STATE OF SOUTH CAROLINA
DEPARTMENT OF REVENUE
APPLICATION FOR EXEMPTION
(Rev. 7/8/03) 7016
Provisions for Filing for Exemptions, as Provided by Sections |
Mail to: |
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SC Department of Revenue |
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Property Division |
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Refer to instruction sheet |
Columbia, SC |
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1. Owner and Mailing Address |
(PLEASE PRINT) |
SS/FEI Number: |
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1a. Year |
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Last |
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Middle |
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SID Number |
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(Office Use Only) |
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Telephone Number: |
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2. Date Real Property Acquired: |
3. S.C. Code Section |
or B |
For real property, attach copy of deed/title. If applying for Mobile Home, attach copy of title or bill of sale.
4.County in Which the Property is Located or Registered:
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Location of Property |
6. Tax Map Number: |
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(If different from mailing address) |
Number of Acres: |
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Mobile Home Permit Number: |
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St. or Hwy: |
Mobile Home Tax Map Number: |
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City or Area: |
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Tax District: |
7. Land and Building |
1 |
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Land |
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(CHECK ALL THAT APPLY) |
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Deed Book Number |
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Building |
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Page Number |
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Mobile Home |
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9.Vehicle Information: Attach copy of vehicle(s) Registration Card(s), Bill of Sale(s), or Title(s).
VEHICLE IDENTIFICATION NUMBER TYPE
MAKE
YEAR
REGISTERED OWNER
COUNTY
REGISTERED IN
10.Furniture and Fixtures: For organizations applying for furniture and fixtures, attach a separate sheet. Identify item, date of acquisition, cost at acquisition, accumulated depreciation and net value. Example:
Furniture and Fixtures; Type 20.
FURNITURE AND FIXTURES TYPE
NOTE: Separate applications must be filed for each parcel of real estate. Multiple listing of personal property is permitted, if registered in the same county and to the same owner(s).
If the initial application is accepted and the exemption is granted, you are not required to file a subsequent application, unless there is a change in the property reported on the initial application or unless requesting an exemption for property not included on prior applications.
Applications must be filled out completely and signed to be accepted by this office. All incomplete applications will be returned for completion, causing a delay in our consideration of your request for exemption.
Upon completing the Application for Exemption, please refer to the instruction sheet
RESULT IN DENIAL OF THE APPLICATION FOR EXEMPTION.
70161013
PLEASE ANSWER ALL QUESTIONS COMPLETELY AND SIGN THE STATEMENT BELOW.
Is the organization incorporated by the Secretary of State of South Carolina? |
Yes |
If yes, attach a copy of the articles of incorporation and |
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Enter initial charter date. |
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No
Is the organization exempt under the United States Internal Revenue Code? |
Yes |
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Applicable Code 501C ( |
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If yes, attach a copy of the determination from the IRS. |
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No
Organization operated as a Profit |
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organization. |
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Did you file a return with the South Carolina Department of Revenue? |
Yes |
No |
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Please indicate what kind of return. |
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What name is the return filed under? |
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Are alcoholic beverages served to the general public? |
Yes |
No |
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Do any other individuals, associations or corporations occupy or use any part of the claimed exemption that is listed on this
application? Yes |
No |
If yes, explain circumstances. If addition space is needed, attach separate sheet. |
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Explain the use of the property, land and buildings. |
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Is any rent received for this property or any portion of this property? |
Yes |
No |
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If yes, from whom? |
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How much is received? |
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What is the estimated gross annual income?
Do you lease or rent any property for which you are requesting exemption? |
Yes |
If yes, from whom? |
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No
What limitations or restrictions apply concerning who may use the property? (A supplemental explanation sheet may be attached.)
Did you file for exemption with this office last year? |
Yes |
No |
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Was application denied? |
Yes |
No |
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If yes, explain circumstances of denial as stated to you in the denial letter.
DECLARATION OF OWNER OR OWNER'S AGENT
Subject to Penalty for Perjury, I Declare That I Have Examined the Foregoing Claim, Including Enclosures and Attachments (If Any), and to the Best of my Knowledge and Belief it is True, Correct and Complete.
Legal Signature
Check Appropriate Box: Owner
Date
Agent
PLEASE NOTE
Upon completing the Application for Exemption please refer to the instruction sheet
70162011