Get Please Contact Your

This guide offers clear, step-by-step instructions for completing the Please Contact Your form for IRA and SEP distribution requests. It is designed to assist users of all experience levels in accurately filling out this important financial document.

Follow the steps to complete the form accurately.

1. Press the ‘Get Form’ button to access the form and open it in your preferred digital format.
2. Begin filling out Section I, Account Information, including your name, date of birth, and Social Security number, as well as that of your beneficiary if applicable.
3. In Section II, select the type of distribution you are requesting: Normal Distribution, Premature Distribution, or Beneficiary Distribution, based on your eligibility.
4. Proceed to Section III for Roth IRA Distribution details, checking applicable options for Qualified and Non-Qualified Roth IRA Distributions.
5. If applicable, move to Section IV, indicating any specialized distributions such as Rollovers, Beneficiary Distributions, or Disability Distributions.
6. In Section V, Distribution Instructions, specify the distribution amount and your preferred form of payment, ensuring there are sufficient funds.
7. Complete Section VI to establish or modify your Standing Withholding Election, if applicable.
8. In Section VII, input your Income Tax Withholding Elections for both Federal and State, ensuring to follow the specific requirements for your state.
9. Finally, sign and date the Acknowledgments and Signature section, confirming the accuracy of the information provided.
10. After completing the form, save your changes, and consider downloading or printing a copy for your records.

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