Use this form to request a distribution from a Traditional IRA, Roth IRA, SEP IRA or SIMPLE IRA for which Fiduciary Trust International of the South (FTIOS) serves as custodian. Do not use this form.
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How to fill out the Ftios Custodian online
Filling out the Ftios Custodian form is essential for requesting a distribution from your IRA accounts. This user-friendly guide provides step-by-step instructions to help you complete the form accurately, ensuring a smooth processing experience.
Follow the steps to efficiently complete your Ftios Custodian form.
- Click the ‘Get Form’ button to obtain the Ftios Custodian form and open it in your designated editor.
- Provide your account owner information including your name, Social Security number, email address, primary phone number, and alternate phone number. Ensure all information is accurate and clearly stated.
- Specify the type of IRA you are making the distribution request from by selecting one option only: Traditional IRA, Roth IRA, SEP IRA, or SIMPLE IRA. Complete a separate form for distributing from multiple IRA types.
- Indicate the type of distribution you are requesting. Choose only one option from categories such as under age 59½, age 59½ or older, permanent and total disability, divorce transfer, qualified charitable distribution, or direct rollover.
- Fill out your bank information if you want the distribution sent to a bank account. Select whether to use an existing bank account, add a new bank account for a one-time distribution, or establish ongoing electronic transfers. Attach preprinted information as required.
- Choose the one-time distribution amount and instructions. Specify if the same instructions apply to multiple fund accounts or provide specific amounts for each account.
- Select systematic distribution options, including frequency and withdrawal date for ongoing distributions. Ensure you understand the default settings if no specific dates are provided.
- Complete the mandatory tax withholding election, detailing whether to withhold federal and state taxes, making sure to read any additional notes related to penalties and requirements.
- If applicable, provide certification for permanent and total disability according to the instructions outlined in the form.
- Finally, review all provided information for accuracy, sign the form where required, and submit it according to the provided instructions, including any necessary signature guarantees.
Complete your Ftios Custodian form online today to ensure prompt processing of your distribution request.
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www.franklintempleton.lu. page 1 of 2. ... 2a. 2b. ... Please return your completed form by fax or mail to Franklin Templeton International Services S. ... A confirmation letter will be sent to both your new and old address. ... DD I MM I YYYY. ... Effective date of change of address. ... Questions? ... CHANGE OF CONTACT DETAILS.
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What does Ftios mean?
Use this form to request a transfer or direct rollover of retirement assets held at another institution to an IRA with Fiduciary Trust International of the South ( FTIOS ) as Custodian. Only designated Roth assets can be transferred to a Roth IRA.
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