IRA Required Minimum Distribution (RMD) Request Form 2025

1. Click ‘Get Form’ to open the IRA Required Minimum Distribution (RMD) Request Form in our platform.
2. In Section A, enter your personal information including your name, Social Security Number, account number, and telephone number. Ensure all details are accurate for processing.
3. Move to Section B and select the reason for your distribution. Options include normal distributions for those aged 59½ or older, or other specific reasons. Consult a tax professional if unsure.
4. In Section C, choose the type of distribution you want: full or partial. Specify the gross or net amount you wish to withdraw.
5. If opting for systematic distributions in Section D, indicate the frequency and amount of withdrawals you prefer.
6. Complete Section E by selecting the funds from which you want to redeem amounts for partial distributions.
7. In Section F, provide payment instructions including whether checks should be sent to your current address or deposited into a bank account.
8. Finally, review Sections G and H for tax withholding options before signing in Section I to authorize the distribution request.

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