Get Premiere Select Ira One-time Distribution Request 2020-2025

This guide provides a clear and comprehensive overview for users on how to accurately complete the Premiere Select IRA One-Time Distribution Request form online. Following these steps will ensure that your distribution request is processed smoothly.

Follow the steps to successfully complete your distribution request.

1. Click ‘Get Form’ button to access the Premiere Select IRA One-Time Distribution Request form and open it in the document editor.
2. Fill in your account number in the designated box at the top right corner of the form. This is necessary for identifying your account for the distribution request.
3. In the Account Owner section, enter your first name, middle name (if applicable), and last name. Make sure to provide your full name as it appears on your account records.
4. In the Distribution Request section, enter the future process date if you want the distribution to occur on a specific date. Note that this is optional.
5. Select the reason for your distribution by checking the appropriate box. Be sure to choose one of the options that clearly reflects your situation.
6. Choose your distribution instructions. You can opt for a partial distribution in cash, a partial distribution in-kind, or a full distribution. Fill in the required details for your choice.
7. In the Payment Method section, specify how you would like to receive your distribution. Options include check distribution, electronic funds transfer, bank wire, or distribution to a nonretirement account.
8. Complete the Tax Withholding Elections section by indicating whether you want federal and/or state taxes withheld from your distribution.
9. Once the form is fully completed and signed, save your changes. You may then download, print, or share the completed form as needed.

Start completing your Premiere Select IRA One-Time Distribution Request form online today!