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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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Versions	Form popularity	Fillable & printable
2022	4.4 Satisfied (21 Votes)
2017	4.7 Satisfied (32 Votes)
2012	4 Satisfied (34 Votes)

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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.

What form is used for Roth IRA withdrawal authorization?

You can use Form W-4P (or a substitute form, such as this form), provided by the trustee or custodian, to instruct your trustee or custodian to withhold no tax from your IRA payments or to withhold more than 10 percent. This substitute form should be used only for withdrawals from IRAs that are payable upon demand.

Are Roth withdrawals reported as income?

Key Takeaways. Earnings that you withdraw from a Roth IRA dont count as income as long as you meet the rules for qualified distributions. Typically, you will need to have had a Roth IRA for at least five years and be at least 59 years old for a distribution to count as qualified, but there are some exceptions.

Will I get a 1099 for a Roth IRA withdrawal?

Yup. And you will receive a 1099-R when you withdraw in retirement. But then with the Roth IRA youll fill out the tax forms to indicate youre over 59.5, and so there will be no tax on the withdrawal.

How do I report a Roth IRA withdrawal for a home purchase?

Regardless of whether the IRA withdrawal is a qualified one, youll need to report any taxable income from the distribution on your 1040. If you have to pay a 10% tax penalty for a nonqualified distribution, you may need to fill out IRS Form 5329. Be sure to consult a tax advisor.

How do I report a Roth withdrawal?

Tax reporting and withholding Note: You are required to report your withdrawals and file Form 8606 with your tax return, even if you take a nontaxable distribution that is equal to or less than your total contributions to all of your Roth IRAs.

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Does Utah tax IRA withdrawals?

Withdrawals from retirement accounts are fully taxed. Wages are taxed at normal rates, and your marginal state tax rate is 4.55%.

Do I need to report a Roth IRA withdrawal on taxes?

Note: You are required to report your withdrawals and file Form 8606 with your tax return, even if you take a nontaxable distribution that is equal to or less than your total contributions to all of your Roth IRAs.

How do I file an IRA withdrawal?

Regardless of your age, you will need to file a Form 1040 and show the amount of the IRA withdrawal. Since you took the withdrawal before you reached age 59 1/2, unless you met one of the exceptions, you will need to pay an additional 10% tax on early distributions on your Form 1040.

Roth IRA Withdrawal Request - Utah Retirement Systems 2026

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