Transcription of IRA DISTRIBUTION/WITHHOLDING FORM
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Reset form IRA DISTRIBUTION/WITHHOLDING form . TRADITIONAL, ROTH, SEP AND SIMPLE IRA ONLY. Account # _____. Advisor # _____. 1 ACCOUNT OWNER INFORMATION. Name (First, Middle Initial, Last): | Tax ID Number: Social Security Number: | Date of Birth: Home Street Address (no PO boxes): City: | State: | ZIP Code: Daytime Telephone Number: | Other Telephone Number: | Email Address: Type of Account: M Traditional IRA M Roth IRA M SEP IRA M Simple IRA. 2 TYPE OF distribution . I direct TD Ameritrade Clearing, Inc. to distribute the amount requested for the following reason (check only one box): This is a distribution due to: M Normal distribution I am over age 59.
Page 3 of 5 TDAI 1519 REV. ½0/%% TAX WITHHOLDING ELECTION (REQUIRED) Form W-4P/OMB NO. 1545-0415 If this election is not completed, federal income tax will be withheld at …
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Traditional IRA Distribution Request Instructions, Request, Distribution, IRA Distribution Request, ANNUITY DISTRIBUTION REQUEST, IRA Beneficiary distribution form, Putnam Investments, Instructions, IRA Transfer / Direct Rollover Request Form, IRA TRANSFER / DIRECT ROLLOVER REQUEST, 2017 Form 1099-R, Internal Revenue Service, Understanding Your Required Minimum Distribution