Get Rmd Request Form - Dreyfus

Filling out the RMD Request Form - Dreyfus is a vital step for individuals over the age of 70 1/2 who wish to request distributions from their non-Roth IRA or 403(b)(7) plans. This guide provides clear, step-by-step instructions to help users complete the form accurately and efficiently.

Follow the steps to complete the RMD Request Form - Dreyfus

1. Press the ‘Get Form’ button to access the required form and open it for editing.
2. Fill in the account information section, including the owner’s name, street address, city, state, date of birth, social security number, daytime phone number, evening phone number, and zip code.
3. Select the applicable Dreyfus retirement plan type(s) and enter your account number(s) from which you will receive your required minimum distribution (RMD). Choose from options such as Traditional IRA, IRA Rollover, SEP-IRA, or 403(b)(7) plan.
4. In the Distribution Options section, choose whether you want the required minimum distribution calculated based on IRS tables or specify a greater amount. Enter the beneficiary information if necessary.
5. Complete the Federal Income Tax Withholding section. Indicate whether you want 10% withholding applied to your distribution or if you choose not to apply withholding.
6. Set up your Periodic Distributions if you want to request an initial RMD and/or establish a regular schedule of distributions. Indicate whether you want to postpone your first RMD or the desired schedule.
7. Provide your Distribution Instructions by selecting one of the options for receiving your funds, including crediting to an existing account, receiving a check at an alternate address, or opting for Automated Clearing House (ACH) transfers.
8. Review and complete the Participant Authorization section. Ensure that all certifications regarding your Social Security Number and tax status are filled out correctly.
9. Sign and date the form. If applicable, include a medallion signature guarantee in required cases.
10. Finally, save your changes, download the completed form, print it, or share it as needed.

Start filling out your RMD Request Form - Dreyfus online today!