Get Dreyfus Mrd Form

The Dreyfus Minimum Required Distribution (MRD) Form is essential for individuals who need to request distributions from their non-Roth IRA accounts. This guide will provide you with a step-by-step approach to completing the form accurately and efficiently online.

Follow the steps to complete the Dreyfus MRD Form online.

1. Click the ‘Get Form’ button to obtain the MRD Form and open it in your preferred online document editor.
2. Fill in the account information section by providing your account holder's name, account number, and address details including street address, city, state, and zip code.
3. Indicate your date of birth and provide your social security number along with your daytime and evening phone numbers for contact purposes.
4. Select your distribution options by checking one of the three provided options: (A) for required minimum distribution calculation by Dreyfus, (B) for a specific dollar amount, or (C) for a lump sum distribution to close the account.
5. If applicable, complete the beneficiary information section if you have a spouse beneficiary who is more than 10 years younger.
6. Provide brokerage account information including the account number, share amount, and the security/fund name if requesting a transfer of stock.
7. Fill out the federal and state income tax withholding sections as per your election choices, specifying percentages or amounts to withhold or opting out where applicable.
8. Indicate your desired periodic distribution schedule if you plan to receive it on a recurring basis (monthly, quarterly, semi-annually, or annually).
9. Select the distribution instructions on how you want to receive your distribution(s), whether via check, ACH, or Fed Wire, and ensure you provide any necessary authorizations.
10. Read and complete the participant authorization section, including your signature and certification regarding your taxpayer identification number.
11. Once all sections are completed, review the entire form for accuracy before saving changes, then download, print, or share your completed form as needed.

Start filling out your Dreyfus MRD Form online today to ensure timely processing of your required minimum distributions.