Transaction ID Broker Use Only IRA Distribution Request 2025

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your Account Number in the designated field at the top right corner of the form.
3. In Section 1, fill out your full name as the Account Owner, ensuring accuracy for processing.
4. Proceed to Section 2 to specify your Distribution Request. You can choose a Future Process Date if desired, and select a Reason for Distribution from the provided options.
5. In Section 3, if applicable, complete details regarding any Return of Excess Contributions, including dates and amounts.
6. Select your preferred Payment Method in Section 4. Options include Check Distribution, Electronic Funds Transfer (EFT), Bank Wire, or Distribution to a Nonretirement Account.
7. Complete Section 5 by indicating your Tax Withholding Elections based on your preferences and state requirements.
8. Finally, sign and date the form in Section 6 to authorize the distribution request before submitting it through our platform.

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