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Roth IRA Withdrawal Request - Utah Retirement Systems

Roth IRA Withdrawal Request - Utah Retirement Systems 2026

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The document provides instructions and forms for requesting withdrawals from a URS Roth IRA, including details on tax withholding options, payment methods, and the necessary member information. It outlines the process for submitting withdrawal requests, the implications of partial balance withdrawals, and the required notarization for certain requests. Additionally, it includes information on direct deposit options and tax responsibilities related to withdrawals.

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Click ‘Get Form’ to open the Roth IRA Withdrawal Request in the editor.
Begin with SECTION A, where you will enter your personal information including your name and Social Security number or account number.
Move to SECTION B to select your withdrawal options. Indicate whether you want a full or partial balance withdrawal and specify the amount if applicable.
In SECTION C, choose your payment method. You can opt for a check or ACH transfer, providing necessary bank details if required.
Complete SECTION D by signing and dating the form. If needed, arrange for notarization based on your available balance.
Review all sections for accuracy before submitting the form either by mail or through the myURS Message Center.

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