Transcription of Required Minimum Distribution (RMD) Request Form
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Required Minimum Distribution (RMD) Request Form
PLEASE DETACHF inancial Advisor Information (if any)()-()-Name of Financial AdvisorPhone NumberFAX number (if any)(Not applicable to Roth IRAs or Coverdell Education Savings Accounts.)PARTICIPANT INFORMATION (Please Print)////Participant s Name Birthdate ( Required )Soc. Sec.#Street Address ( Check here if new address*)CityStateZipAccount Number(s) (The Distribution method you elect below will be applied to all accounts, unless you indicate otherwise.)*Signature Guarantee Required for distributions to new Minimum Distribution (RMD) Request FormIf this is a Profit Sharing or Money Purchase Pension Plan, the Plan Employer must sign the Certification on the reverse OF Distribution Balance of Account Partial Payment of:$_____; _____% of Account; or _____ Shares
III. QUESTIONS & ANSWERS ON REQUIRED MINIMUM DISTRIBUTIONS (RMD) Q-1 When must I begin receiving distributions from my retirement plan? A-1 In general, you are required to start distributions no later than your “Required Beginning Date” …
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