Get Ira Distribution Request - Scottrade

Filling out the IRA Distribution Request - Scottrade form allows users to manage their IRA distributions effectively. This guide provides clear and supportive instructions to help users complete the form confidently and accurately.

Follow the steps to complete your IRA Distribution Request form.

1. Press the ‘Get Form’ button to access and open the IRA Distribution Request form in a suitable document editor.
2. Provide your IRA account holder information in section 1. Fill in your name, business phone, IRA account number, type of IRA, home address, home phone, date of birth, and your Social Security Number (without dashes). Ensure all details are accurate.
3. In section 2, select your method of distribution. Options include a check, direct deposit to a Scottrade bank account, deposit to an existing Scottrade non-IRA account, or a wire transfer (note that a fee applies for wire transfers). If you are using an alternate payee, remember to complete the alternate payee form.
4. Section 3 requires you to specify the reason for the distribution. Options include normal distribution, premature distribution, disability distribution, revocation within 7 days of account opening, and excess contribution removal. Select the applicable reason and provide any necessary details or acknowledgments.
5. In section 4, outline your distribution instructions. Specify the amount requested for a one-time partial distribution, total distribution, or monthly/quarterly systematic distributions. Make sure that funds are available in cash if selecting cash distributions.
6. If you selected excess contribution removal in section 3, complete section 5 with details of the excess contribution, including the amount, date, and reason for removal. Provide any necessary transaction information.
7. In section 6, make your withholding elections. Indicate whether you want federal and/or state taxes withheld from your distribution. Carefully review the minimums required by your state.
8. Finally, sign and date the form in section 7. Your signature confirms your authority to make these elections and that you understand the rules and conditions applicable to the withdrawal.
9. Once all sections are filled out, save your changes. You can also download, print, or share the form as needed.

Complete your IRA Distribution Request form online today for a seamless experience.