Transcription of IRA Distribution Request Form - TD Ameritrade
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IRA Distribution Request Form - TD Ameritrade
Page 1 of 6 TDA 588 F 02/22 Return Options:Electronically via Message Center: Log in and go to Client Services > Message Center to attach the fileRegular Mail: PO Box 2760, Omaha, NE 68103-2760 Overnight Mail: 200 South 108th Avenue Omaha, NE 68154-2631 Fax: 866-468-6268*TDA588*1 Account Owner InformationDate of Social Security Number:Primary Phone Number:IRA Distribution Request FormQuestions? Call a Portfolios Specialist, at 888-310-7921, Monday through Friday from 8:30 to 8 ET (excluding market holidays).Certain IRA distributions may be requested on the website. Please visit for more Traditional, Roth, SEP, and SIMPLE IRAs* Only* Simplified Employee Pension, and Savings Incentive Match Plan for Employees Individual Retirement Accounts For use with accounts using advisory services fromTD Ameritrade Investment Management, LLCA ccount Number: Full Legal Name:Email A
of a physician’s statement, IRS Schedule R, or Social Security disability benefits letter.) C Beneficiary Roth IRA C Qualified - Roth IRA has been funded/converted for MORE than five years since inception with the original owner. C Non-Qualified - Roth IRA has been funded/converted for LESS than five years since inception with the original owner.
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