Get Required Minimum Distribution (rmd) Request Form - Franklin ...

Filling out the Required Minimum Distribution (RMD) Request Form is an essential step for individuals who need to manage their retirement distributions efficiently. This guide provides clear instructions on how to complete the form online, ensuring you understand each component and section to facilitate a smooth filing process.

Follow the steps to complete the RMD Request Form online.

1. Use the 'Get Form' button to access the RMD Request Form in your preferred editing platform.
2. Begin by filling in your participant information. Enter your full name, birthdate, street address (check the box if you have a new address), city, state, zip code, and Social Security number. If applicable, provide your account number(s) and any financial advisor information.
3. Select the method of distribution. You can choose the balance of the account, periodic payments, or a partial payment. If opting for periodic payments, specify the frequency (monthly, quarterly, or annually) and the start date.
4. If your spouse is your sole primary beneficiary and more than 10 years younger, you will need to provide their information, including name, date of birth, and Social Security number beneath the periodic payment section.
5. Choose your withholding election for federal tax. You can elect no withholding, or specify a withholding based on your marital status with the number of allowances. Be sure to check relevant boxes for California state tax if applicable.
6. Indicate your payment instructions by selecting how you would like to receive your distributions—either by check mailed to your address, investing in another account, or through direct bank transfer (include bank details if necessary).
7. Certify and authorize your application by signing the participant certification section. Ensure you provide your daytime and evening phone numbers along with the date of your application.
8. If applicable, complete the necessary employer certification and spousal consent sections and ensure they are signed by the required parties.
9. After verifying all your entries, save any changes made, and download or print the completed form for your records. Submit the form as instructed, ensuring it is sent to the correct address.

Complete your RMD Request Form online today to ensure compliance and ease of managing your retirement distributions.