Get Ing Required Minimum Distribution 9-30-13.pdf

Filling out the ING Required Minimum Distribution (RMD) 9-30-13 form online can be simplified with a structured approach. This guide will help you navigate each section and field of the form, ensuring you complete it accurately and efficiently.

Follow the steps to fill out your form correctly.

1. To begin, locate the ‘Get Form’ button to obtain the ING Required Minimum Distribution 9-30-13.pdf form. Press the button to open and access the form in the preferred online format.
2. In section 1, provide the contract owner or beneficiary information. Fill in the required fields, including Contract Number, Contract Owner/Beneficiary Name, Social Security Number (SSN), Address, and Phone Number. If you wish to update your address on file, check the provided box.
3. In section 2, indicate whether you want to defer your first RMD. If applicable, select the option and confirm your understanding of the payment schedule.
4. In section 3, choose one of the RMD options available. Depending on your selection, fill in the relevant details, such as payment frequency and any additional information required if you choose to calculate your RMD yourself.
5. If you wish to waive RMD payments, complete section 4 by selecting the appropriate option and understanding the implications of your decision.
6. For electronic fund transfers, fill out section 5 completely, including your bank account details. Ensure the account information is accurate to facilitate timely access to your funds.
7. In section 6, address any tax withholding preferences. Specify if you wish to withhold federal or state taxes and indicate any desired rates.
8. Section 7 requires the authorized signature. By signing, you acknowledge the accuracy of the information and certify compliance with tax withholding guidelines.
9. If your submission requires employer authorization, sections 8 and 9 must be completed by the appropriate party. Ensure all details are accurately recorded.
10. Finally, review all information provided on the form for completeness and accuracy. You can then save changes, download for your records, or print the completed form for submission.

Complete your ING Required Minimum Distribution 9-30-13.pdf form online for a smoother process.