Submit the completed IRA Distribution Request form via mail to the address provided by your IRA custodian. Alternatively, you can fax the form to the fax number indicated on the form or use the online submission portal if available. Ensure that all required fields are filled out accurately before submission to avoid delays. Always keep a copy for your records and consult with your financial advisor if needed.

Not applicable for this specific form.

The purpose of the IRA Distribution Request form is to facilitate the process of withdrawing funds from your individual retirement account (IRA). It serves as a formal documentation of your request to distribute funds, specifying the type and method of distribution, and includes necessary tax withholding elections. Additionally, this form helps ensure accurate reporting to the IRS and provides instructions for various specific scenarios such as rollovers, premature distributions, and required minimum distributions (RMDs). By using this form, you can efficiently manage your IRA distributions in compliance with IRS regulations. Moreover, the form guides the custodian or financial institution in processing your distribution accurately and promptly. It is essential to fill out the form correctly to avoid any delays, penalties, or errors in your distribution process. Overall, the IRA Distribution Request form is a crucial tool for IRA account holders to manage their retirement funds effectively, ensuring they meet legal requirements and personal financial needs.

• 1. Sub Firm # BR Code, FA Code, Account Number: Internal use fields to identify the account and firm handling the request.
• 2. IRA Holder Name: Name of the individual holding the IRA account.
• 3. Recipient Name: Name of the recipient if different from the IRA holder.
• 4. Recipient Address: Address to which the distribution will be sent.
• 5. SSN/TIN: Last four digits of the recipient's Social Security Number or Tax Identification Number.
• 6. Reason for Distribution: The reason why the distribution is being requested, such as age, disability, or rollover.
• 7. Distribution Instructions: Details on how the distribution should be processed, including the type and method of distribution.
• 8. Tax Withholding Certifications and Elections: Options for federal and state tax withholding on the distribution.
• 9. Client Signature and Acknowledgement: Signature of the IRA holder or authorized person to certify the information provided and agree to the terms.
• 10. Office Use Only: For office use to verify and process the instructions provided in the form.

Failure to submit this form may result in delays or inability to access your IRA funds. Accurately completing and submitting the form ensures your distribution is processed timely and correctly.

• Delayed Access: Without submission, you will experience delays in receiving your funds.
• Tax Penalties: Incorrect or missing submission may lead to tax penalties and additional liabilities.
• Missed Deadlines: Timely submission is necessary to meet IRS deadlines for Required Minimum Distributions (RMDs) and other tax obligations.

• 1. Normal Distribution: Use this form if you are over age 59½ and taking a regular distribution.
• 2. Premature Distribution: Use this form if you are under age 59½ and need to withdraw funds for qualified exceptions.
• 3. Rollover to Qualified Retirement Plan: Use this form to roll over IRA funds to an employer-sponsored plan.
• 4. Inherited IRA Distribution: Use this form if you are a beneficiary withdrawing from an inherited IRA.
• 5. Disability Distribution: Use this form if you are withdrawing funds due to a qualifying disability.