Get 18004354000

Filling out the 18004354000 form online is a straightforward process designed to facilitate your Required Minimum Distribution (RMD) request from your IRA. Following this guide will help ensure that you complete the form correctly and efficiently.

Follow the steps to properly complete your RMD request form.

1. Click ‘Get Form’ button to obtain the form and open it for completion.
2. Fill in your Schwab IRA account number and your personal details, including your name, Social Security number, and daytime telephone number.
3. Indicate the tax year for which you are requesting your RMD in the appropriate section.
4. Select whether you would like Schwab to calculate your RMD or if you will specify the amount yourself.
5. Complete the life expectancy factor section by answering if your spouse is the sole primary beneficiary of your IRA and is more than 10 years younger than you.
6. Indicate if a fair market value adjustment is required based on previous account actions.
7. Choose the frequency of your distribution—either a one-time distribution or recurring distributions.
8. Select your method of distribution, such as transfer to a Schwab account, mailing a check, or wire transfer.
9. Fill out the tax withholding section to specify federal and state tax deductions, if applicable.
10. Sign the form in blue or black ink, certifying the information provided is accurate.
11. Return the completed form to Schwab, either in person or via mail, ensuring you have included any necessary attachments, such as a voided check for MoneyLink.

Complete your documents online to ensure your RMD request is processed efficiently.