Get Move Money Iraesa Distribution - Ach To Checking

This guide walks you through the process of completing the Move Money IRAESA Distribution form for ACH transfers to your checking or savings account. By following these steps, you will ensure that your distribution request is submitted accurately and efficiently.

Follow the steps to complete the distribution form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Provide your account holder information, including your Social Security Number and your name. This information is essential for verifying your identity as the account holder.
3. Select your distribution instructions. Choose whether you want the funds to be sent via ACH to your checking account, savings account, or if you want a check sent to your address of record. If you opt for ACH, you must include a pre-printed voided check or savings deposit slip.
4. Indicate the frequency of the distribution. You can choose from options such as on-demand, one-time, or periodic distributions. Make sure to specify the amount and any relevant details related to each distribution type.
5. In the tax withholding section, you will need to specify if you want federal and state taxes withheld from your distribution amount. If you elect to withhold taxes, indicate the percentage or amount you wish to withhold.
6. Signature and certification are required. In this section, you confirm the accuracy of the information you have provided and acknowledge responsibility for any tax implications. Sign and date the form.
7. If applicable, a financial advisor or authorized person's signature is also needed for validation. This adds an extra layer of verification to the request.
8. After filling out all required sections, review your form for completeness and accuracy before submitting. You can then save changes, download, print, or share the form as needed.

Complete your Move Money IRAESA Distribution request online today for a seamless transaction.