Transcription of IRA Distribution Form - BankDirect
{{id}} {{{paragraph}}}
IRA Distribution Formfor Traditional and simple IRAsWITHHOLDING ELECTIONIRA OWNER INFORMATIONSIGNATURESDISTRIBUTION REASONPAYMENT INSTRUCTIONSS ignature of Custodian/TrusteeDateI certify that I am the IRA owner, the beneficiary, or individual legally authorized to complete this form . I certify the accuracy of the informationset forth in this form , and I authorize this transaction. I understand the custodian/trustee may require the completion of additional documentsbefore processing any distributions. I understand that I am responsible for any consequences resulting from this Distribution including taxes andpenalties owed. I indemnify and hold the custodian/trustee harmless from any resulting liabilities.
IRA Distribution Form for Traditional and SIMPLE IRAs WITHHOLDING ELECTION IRA OWNER INFORMATION SIGNATURES DISTRIBUTION REASON PAYMENT INSTRUCTIONS
Domain:
Source:
Link to this page:
Please notify us if you found a problem with this document:
{{id}} {{{paragraph}}}
5304-SIMPLE, Plan, SIMPLE IRA, Individual retirement account, Individual retirement annuity, SIMPLE IRA plan, The SIMPLE IRA, Reporting for SIMPLE IRA Contributions, Conduit IRAs, Fees for Clients Investing with CPWM, Citibank, IRA Transfer / Direct Rollover Request Form, IRA TRANSFER / DIRECT ROLLOVER REQUEST