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 Address:2 Type of DistributionThis is a Distribution due to:CC Required Minimum Distribution (RMD) - Important: If your spouse is the beneficiary and is more than 10 years younger than you, and you would like us to calculate your RMD, please check the circle below and indicate your spouse's date of birth:C C Please provide spouse s date of birth (MM-DD-YYYY):CC Normal Distribution ( account Ow)
Page 2 of 6 TDA 5 F 04/21 3 ROTH IRA C Normal Distribution (Account Owner has attained age 59½) (Please make a selection below.) C Qualified - Roth IRA has been funded/converted for MORE than five years. C Non-Qualified - Roth IRA has been funded/converted for LESS than five years.. C Premature Distribution (under age 59½) – Exceptions to the 10% penalty must be …
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