IMPORTANT: To ensure a transaction is processed by year-end, please submit all required paperwork in good order no later than Dec 1 of the current year.
Use this form to request a RMD Cash Distribution from your account. A Form 1099-R will be issued for all distribution requests.
- If you are selecting direct deposit/ACH for delivery, please also send in the Direct Deposit (ACH) Authorization form with a copy of the voided check.
- If you are selecting wire for delivery, please also send in the Wire Request form.
You can submit the form by using one of the following methods.
DocuSign | |
This is the preferred way to complete the form. You can fill out the form online and sign it electronically by DocuSign. |
Click here to DocuSign Form |
PDF Download | |||||||||
If you do not submit the form by DocuSign, you can fill out the form manually by downloading the PDF.
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Click here to Download Form |