Get Rmd Form Axa
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How to fill out the Rmd Form Axa online
This guide provides you with clear and supportive instructions for completing the Rmd Form Axa online. By following these steps, you will ensure that your required minimum distribution is processed efficiently and accurately.
Follow the steps to successfully complete the Rmd Form Axa
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- In the first section, enter the annuitant information. Provide your certificate number, full name, address, social security number, city, state, and zip code. If the owner differs from the annuitant, include their details along with daytime and mobile phone numbers, date of birth, and email address.
- Specify when you want your first check to be issued by checking the appropriate option for either the current year or the following year.
- Complete the income tax withholding section. You may choose to withhold 10% for federal income tax, opt out of withholding, or specify a different percentage. Ensure you provide accurate details for your residence if opting out.
- If applicable, complete the section regarding your spouse's age. Provide their name and date of birth if they are more than 10 years younger than you.
- Indicate whether you transferred funds into your Equi-Vest certificate from another contract in 2017 and fill in the dollar amount if you wish it to be included in the RMD calculation.
- If you are eligible, complete the Guaranteed Annual Withdrawal Amount (GAWA) payment election section to elect for payments based on a joint life basis if applicable.
- If you are married, provide spousal consent by completing and signing one of the statements, which must be witnessed by a notary public or your plan administrator.
- Choose your delivery option for your payment. You can select either first class mail or direct deposit. If choosing direct deposit, ensure to attach a voided personal check.
- Authorize the Required Minimum Distribution Automatic Withdrawal Option by signing the form. Include dates and any additional signatures required from trustees or administrators where applicable.
- Finally, send this form to the appropriate AXA address for processing. Ensure all sections are complete before submission.
Complete your Rmd Form Axa online today to ensure your annual withdrawals are processed without delay.
You can reach AXA Equitable at their dedicated customer service 800 number, which is 1-800-523-1125. This line is available to assist you with questions related to the Rmd Form Axa or any other financial inquiries you might have. Their representatives are knowledgeable and ready to guide you through the claims and distribution process. Don't hesitate to call for any assistance you need regarding your retirement accounts.
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