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Get BoA Beneficiary Distribution Election Form

IRA Plan as my own IRA. Spousal Exception I am the spouse of the deceased IRA Plan Depositor and I elect to delay taking distributions until the year my spouse would have reached age 70½. [Date: / / ] Under both options, additional amounts may be withdrawn at any time. 4. RMD PAYMENT INSTRUCTIONS You are responsible for taking your annual Required Minimum Distribution (RMD) from the IRA Plan. The Bank will not distribute your RMD unless you give the Bank timely written distribution instruct.

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