Get Required Minimum Distribution Form - Entrepreneur Shares

Filling out the Required Minimum Distribution Form - Entrepreneur Shares is essential for ensuring you receive your retirement distributions accurately and on time. This guide provides clear, step-by-step instructions to help users of all experience levels carefully complete the form online.

Follow the steps to accurately complete your form.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred online editor.
2. In Section 1, provide your account information. Fill in the name of the account owner, mutual fund name, and account number. Include your address, social security number, date of birth, city, state, and zip code. Ensure that the daytime phone number is accurate to facilitate communication.
3. Indicate in Section 2 whether you transferred or rolled over retirement assets during the year. If the answer is 'yes,' clarify if you had taken this year’s Required Minimum Distribution (RMD) prior to that transfer.
4. In Section 3, if this is your first RMD, complete the section as guided. You may select to receive your distribution by April 1st or request an immediate calculation and distribution.
5. Move to Section 4 to provide distribution instructions. Decide whether you want U.S. Bancorp Fund Services, LLC to calculate your RMD or if you have calculated it yourself. Complete the relevant subsections based on your choice.
6. In Section 5, specify the delivery instructions for your distribution. You can choose regular mail, overnight mail, direct deposits, ACH, or wire transfers. Provide necessary details as required.
7. Section 6 is for updating your bank information if needed. Attach a voided check if you are adding or changing banking instructions.
8. In Section 7, select your tax withholding election. You can choose not to withhold taxes or specify a percentage. Note that systematic distributions follow the withholding elections provided above.
9. Finally, in Section 8, sign and date the form. Ensure that any required Medallion Signature Guarantees are obtained if applicable, such as for changing bank details or third-party payments.
10. After reviewing your completed form for accuracy, you can save changes, download, print, or share the form as needed.

Complete your Required Minimum Distribution Form online today to ensure timely processing of your retirement distributions.