Get Inherited Ira Beneficiary Distribution Request Form - Dreyfus

Filling out the Inherited IRA Beneficiary Distribution Request Form - Dreyfus is a crucial step for beneficiaries to access their inheritance effectively. This guide provides a clear, step-by-step approach to assist you in completing the form online, ensuring you understand each section thoroughly.

Follow the steps to complete your form efficiently.

1. Click ‘Get Form’ button to obtain the form and open it in the designated editor.
2. In the 'Account Information' section, enter the IRA owner’s name, account number, social security number, and date of death. Ensure that the date is formatted correctly as month/day/year.
3. In the 'Beneficiary or Estate/Trust Information' section, fill in the beneficiary’s name, relationship to the deceased, date of birth, and social security number or tax ID if applicable. Also provide the beneficiary's street address, city, state, zip code, and daytime and evening phone numbers.
4. Select the appropriate option to describe your relationship to the deceased IRA owner by marking the corresponding checkbox.
5. In the 'Distribution Option Due to Death' section, choose one of the distribution options. Note that certain options may require you to complete additional forms.
6. Indicate whether the Required Minimum Distribution has been met or needs to be processed before transferring remaining assets. Make your selection carefully.
7. In the 'Federal Income Tax Withholding Election' section, decide if you want income tax withheld. If withheld, specify the percentage, but ensure it is at least 10%.
8. Review the Taxpayer Identification Number Certification section, ensuring that all the information provided is accurate before signing.
9. Sign and date the form in the designated section, and ensure a Medallion Signature Guarantee is included if required.
10. After completing the form, you can save changes, download a copy for your records, print the form, or share it as needed.

Take action now and complete your Inherited IRA Beneficiary Distribution Request Form online to ensure your distribution is processed smoothly.