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.
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|
If you do not submit the form by DocuSign, you can fill out the form manually by downloading the PDF.
|Click here to Download Form|