Get Sep-ira And Simple Ira Distribution - T. Rowe Price

This guide provides clear instructions for filling out the SEP-IRA and SIMPLE IRA Distribution form from T. Rowe Price. Whether you are requesting a distribution or claiming an inheritance, this comprehensive overview will assist you in successfully completing the form online.

Follow the steps to complete the SEP-IRA and SIMPLE IRA Distribution form online.

1. Click 'Get Form' button to access the SEP-IRA and SIMPLE IRA Distribution form and open it in the editor.
2. Begin by entering your personal information. Fill in your name, social security number, phone number, and date of birth in the designated fields.
3. In the 'Distribution Information' section, select one reason for the distribution by checking the appropriate box. Options include age qualification, direct rollover, required minimum distribution (RMD), and beneficiary claims.
4. Specify the amount you wish to distribute in Section 2A. If you choose the 'Specified years' method, leave this amount blank.
5. Select the frequency of your distribution in Section 2B. Options include monthly, quarterly, semiannually, or annually. Indicate the start month and year, along with the day of the month.
6. If applicable, provide spouse information and any necessary details regarding beneficiaries, including their names and dates of birth. Each beneficiary must complete a separate form.
7. Complete the Income Tax Withholding section. Indicate whether you want income tax withheld from your distribution and select your payment option, such as check, electronic funds transfer, or direct rollover.
8. Review and sign the form. Ensure that all information is accurate before signing to authorize T. Rowe Price to act upon your instructions.
9. Once you've filled out all necessary sections, you can save the changes, download, print, or share the completed form as needed.

Complete your SEP-IRA and SIMPLE IRA Distribution form online now to ensure a smooth transaction.