Get Required Minimum Distribution Rmd Form - Ipipeline

Completing the Required Minimum Distribution (RMD) Form - IPipeline is essential for managing your retirement distributions correctly. This guide provides step-by-step instructions to help you fill out the form accurately and efficiently, ensuring you meet your RMD requirements.

Follow the steps to complete the RMD Form online

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter your contract information. This includes your contract number, name of the annuitant, name of the contract owner, social security number, street address, city, state, zip code, and telephone number.
3. Fill out the distribution election section. Authorize Athene Annuity & Life Assurance Company to withdraw your required minimum distribution from your account by selecting the appropriate options. Indicate if you want the RMD calculated annually and state whether you have satisfied your RMD from another account.
4. In the calculation method section, choose between single life expectancy or joint life expectancy, and provide your spouse’s date of birth if applicable.
5. Select the frequency of your distributions (monthly, quarterly, semi-annually, or annually) and the distribution method (check or direct deposit). Specify the first payment date, ensuring it does not fall on the 29th, 30th, or 31st of the month.
6. Complete the income tax withholding section. Specify the federal income tax withholding option and any state withholding if applicable. Ensure you understand the implications of your choices regarding tax withholdings.
7. Sign and date the form to complete your submission. Ensure that all provided information is accurate before signing.

Start completing your Required Minimum Distribution RMD Form online today.