IRA Standing Phone Distribution Instructions 2026

1. Click ‘Get Form’ to open the IRA Standing Phone Distribution Instructions in the editor.
2. Begin by entering your ACCOUNT HOLDER NAME in all capital letters, followed by your JPMS Account Number.
3. Select whether you want to begin, change, or cancel standing phone distribution instructions. Make sure to check the appropriate box.
4. Indicate the REASON FOR DISTRIBUTION by selecting one of the options provided, ensuring that you meet any age requirements for early distributions.
5. Choose your DISTRIBUTION PAYMENT METHOD. You can select cash to a non-retirement account, check via mail, or direct deposit via ACH. Fill in any required bank account information if applicable.
6. Complete the TAX WITHHOLDING ELECTIONS section by selecting your preferences for federal and state tax withholding.
7. Sign and date the form in the ACCOUNT HOLDER SIGNATURE section to authorize JPMS to process your requests as indicated.
8. Finally, choose how you would like to submit the completed form: via fax, email, or regular/overnight mail.

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