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The document is a distribution request form for John Hancock IRA, Roth IRA, or Coverdell ESA accounts. It outlines the necessary information required from the account holder, including personal details, type of account, type of distribution, tax withholding options, method of payment, and signature requirements. The form serves as a formal request for withdrawing funds from the specified accounts.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How do I withdraw my IRA distribution?

You can only reverse an IRA contribution once in 12 months. Consult your IRA statement or phone the trustee to find the exact amount of the distribution. ... Find the date of the original distribution. ... Put the money back in the account a week before the deadline.

How do I withdraw money from John Hancock?

You can call us at 800-344-1029 to enroll in phone withdrawal authorization and elect to take a withdrawal. You can also complete this form entirely online. Visit the forms page at johnhancock.com/annuities. Find the Withdrawal request (IRA and nonqualified) form.

What is a distribution form?

Distribution Form means the form prescribed by the Company for use by a Member or a Beneficiary to elect the amount and form of voluntary Distributions and the form of compulsory Distributions.

How does distribution from IRA work?

You can take distributions from your IRA (including your SEP-IRA or SIMPLE-IRA) at any time. There is no need to show a hardship to take a distribution. However, your distribution will be includible in your taxable income and it may be subject to a 10% additional tax if you're under age 59 1/2.

What is a distribution request form?

DISTRIBUTION REQUEST TIMELINE This form is to request a participant withdrawal from your retirement account with your employer. Whether you are rolling over the funds or taking a cash payment, you will need to review the Special Tax Notice included at the end of this form.

Do I have to pay taxes on my IRA distribution?

Your withdrawals from a Roth IRA are tax free as long as you are 59 ½ or older and your account is at least five years old. Withdrawals from traditional IRAs are taxed as regular income, based on your tax bracket for the year in which you make the withdrawal.

What is an IRA distribution form?

File Form 1099-R for each person to whom you have made a designated distribution or are treated as having made a distribution of $10 or more from: Profit-sharing or retirement plans. Any individual retirement arrangements (IRAs).

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