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Required Minimum Distribution (RMD) Form

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The document is a Required Minimum Distribution (RMD) Request form from Athene Annuity and Life Company, outlining the process for individuals to request their annual RMD from qualified contracts. It includes instructions on eligibility based on age, payment options, tax withholding elections, and necessary certifications. The form requires personal information from the owner and provides options for payment amounts, methods, and tax withholding preferences.

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Got questions?

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 is the biggest RMD mistake?

Mistake #1: Not Starting Your RMD on Time However, as of 2023, the starting age stands at 73 and is set to increase to 75 in the future.

Is there a form to fill out for RMD?

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 2023 tax year. In the second box, if no amount of your RMD was withdrawn before the deadline leave blank.

How do you find the minimum distribution time?

To calculate your required minimum distribution, simply divide the year-end value of your IRA or other applicable retirement account (such as a traditional 401(k)) by the distribution period value that matches your age on Dec. 31st each year.

Where are required minimum distributions reported?

Your RMD amount for the current year is displayed on the Form 5498 for the prior tax year. For example, your 2024 Form 5498 contains your RMD amount for 2025.

Where do I find my RMD amount?

The amount of your RMD is calculated by dividing your previous year-end plan balance by an IRS factor based on your life expectancy.

How do I display my RMD on my taxes?

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.

Where can I find my Required Minimum Distribution?

Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. doesnt include an amount for required minimum distributions (RMDs). To confirm the amount of your RMD, refer instead to your Form 5498.

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