Get Required Minimum Distribution Request - Pacific Life

Filling out the Required Minimum Distribution (RMD) Request form online can be a straightforward process when you have the right guidance. This comprehensive guide will help you navigate through each section of the Pacific Life RMD form to ensure your distribution requests are accurately completed.

Follow the steps to complete your RMD request with ease.

1. Begin by clicking the ‘Get Form’ button to access the Required Minimum Distribution Request form.
2. Provide your general information in the first section, including the owner's name, daytime telephone number, and annuity contract number.
3. In the calculation method section, select one of the options to indicate how your RMD should be calculated. You may choose between the Uniform Lifetime Table or the Joint and Last Survivor Table if you meet the eligibility criteria.
4. Select your preferred payment frequency from the options available: monthly, quarterly, semiannually, or annually. If no selection is made, distributions will default to a monthly frequency.
5. Indicate the distribution start date by selecting a specific date for your distributions to begin. If no date is chosen, the start date will be when Pacific Life receives your request.
6. For income tax withholding, specify your preferences for federal and state withholding. Default withholding will occur if no selections are made.
7. If you wish to receive your distributions via electronic funds transfer, complete the relevant section and attach a void check or deposit slip.
8. If distributions are to be sent to a third-party payee, complete the third-party payee section with the necessary details.
9. If applicable, provide transfer or rollover information regarding any assets received from another financial institution in the current calendar year.
10. Finally, read the authorization and signature section thoroughly, sign, and date the form to confirm your understanding and agreement with the terms.
11. After completing all sections, save your changes. You can download, print, or share the form as needed.

Start filling out your Required Minimum Distribution Request online today to ensure your distribution needs are met promptly.