This form is used to request a distribution of assets from Traditional IRAs, SEP IRAs, SIMPLE IRAs, Roth IRAs, Education Savings 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out your Account Owner Information. Enter your full name, account number, and state of residence.
3. In the Reason Request section, select the appropriate reason for your distribution. Consult with a tax advisor if needed.
4. Choose the Transaction Type. Indicate whether you want a total distribution or a one-time partial distribution and provide necessary details.
5. Complete the Tax Withholding Election section. Specify if you want federal and/or state taxes withheld from your distribution.
6. Select your Method of Delivery. You can choose between check delivery, ACH transfer, or wire transfer.
7. If applicable, indicate any Standing Instructions for future distributions in Step 6.
8. Review all information for accuracy before signing and dating the form at Step 8. Submit it to your financial professional.

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