Hartford Funds IRA Distribution Request Form 2025

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The document is a Hartford Funds IRA Distribution Request Form, designed for account owners to request distributions from their Traditional, Roth, SEP, or Simple IRA Mutual Fund accounts. It includes sections for personal information, distribution amounts (full or partial), fund elections, reasons for redemption, delivery options, and tax withholding instructions. The form requires signatures and may necessitate a Medallion Signature Guarantee under certain conditions.

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Versions	Form popularity	Fillable & printable
2023	4.4 Satisfied (48 Votes)
2020	4.6 Satisfied (24 Votes)
2015	4.8 Satisfied (162 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.

Do I have to report my IRA distributions on my tax return?

Roth contributions arent tax-deductible, and qualified distributions arent taxable income. So you wont report them on your return. If you receive a nonqualified distribution from your Roth IRA you will report that distribution on IRS Form 8606. Learn more about reporting non-deductible Roth IRA contributions.

How do I find my IRA distribution?

Generally, a RMD is calculated for each account by dividing the prior December 31 balance of that IRA or retirement plan account by a life expectancy factor that the IRS publishes in Tables in Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs).

What is the difference between a withdrawal and a distribution?

Any time you take money out of your retirement plan, it is a distribution. Taking money out may also be referred to as a withdrawal. The two terms can be considered synonymous. Distributions can be taken from any type of retirement savings plan.

How do I file an IRA distribution on my taxes?

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.

What is a distribution request form?

This form is to request a participant withdrawal from your retirement account with your employer. Whether you are rolling over the funds or taking a cash payment, you will need to review the Special Tax Notice included at the end of this form.

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What is an IRA distribution request form?

Use this form to request a lump-sum distribution or to establish a systematic withdrawal plan from a traditional IRA, Roth IRA, Coverdell ESA, or SEP IRA.

How do I contact the Hartford Funds?

Call our Contact Center at 1-866-574-3542.

Hartford Funds IRA Distribution Request Form 2025

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The easiest way to modify Hartford Funds IRA Distribution Request Form in PDF format online

See more Hartford Funds IRA Distribution Request Form versions

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Got questions?

Do I have to report my IRA distributions on my tax return?

How do I find my IRA distribution?

What is the difference between a withdrawal and a distribution?

How do I file an IRA distribution on my taxes?

What is a distribution request form?

Complete this form in 5 minutes or less

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What is an IRA distribution request form?

How do I contact the Hartford Funds?

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