Get Qualified Charitable Distribution Request - Mf29998. Qualified Charitable Distribution Request

This guide provides clear, step-by-step instructions for completing the Qualified Charitable Distribution Request form MF29998. Whether you are experienced with such forms or a first-time user, this guide aims to assist you in accurately filling out the document online.

Follow the steps to fill out your Qualified Charitable Distribution Request

1. Click the ‘Get Form’ button to access the Qualified Charitable Distribution Request - MF29998. This will allow you to open the form in a digital editor.
2. In Section 1, provide your general information. Fill in your first, middle, and last name, your date of birth, and your existing Thrivent Funds account number(s).
3. In Section 2, specify your one-time distribution instructions. Choose either your Required Minimum Distribution (RMD) amount or an 'Other Amount' where you indicate a specific dollar amount.
4. For a partial redemption, complete the required fields for fund name/number, account number, and amount. Select the amount type from Dollars, Shares, or Percent.
5. In Section 3, if opting for recurring systematic distributions, again select your RMD amount or a total amount specifying the funds to redeem. Indicate the day of withdrawal and the applicable months.
6. In Section 4, choose your distribution options. Indicate if you want the funds distributed by check to your current address or a different payee, fill in the necessary details including name, address, and amounts.
7. Review Section 5 about tax withholding; confirm that no tax withholding applies to your request.
8. In Section 7, provide your signature and the date signed. Remember to include a Medallion Signature Guarantee if applicable, based on the amount of your distribution.
9. Finally, mail the completed form to the specified addresses for regular or express mail or fax it as needed. Ensure you keep a copy for your records.

Start your document process now by completing the Qualified Charitable Distribution Request online.