IRA Required Minimum Distribution (RMD) Request Form 2025

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  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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This IRA Distribution Request Form is used by IRA owners, beneficiaries of deceased IRA owners and Inherited IRA owners to request a distribution from a Traditional, Roth or SEP.
Required minimum distributions (RMDs) are the minimum amounts you must withdraw from your retirement accounts each year. You generally must start taking withdrawals from your traditional IRA, SEP IRA, SIMPLE IRA, and retirement plan accounts when you docHub age 73.
How do I complete Form 5329, Part IX? Please refer to Form 5329 instructions, In the first box enter the amount of your RMD for the 2024 tax year. In the second box, if no amount of your RMD was withdrawn before the deadline leave blank.
Yes. If an RMD is due for the year, the custodian will notify the accountholder and report the amount to the IRS on IRS Form 5498. STRATA will release a 1099-R for your distribution by January 31st, the preceding year of the distribution year.