Get Individual Retirement Account Required Minimum Distributions. Ni-77-31008-1506 (fillable)

This guide provides clear and supportive instructions for completing the Individual Retirement Account Required Minimum Distributions form (NI-77-31008-1506) online. Following these steps will help ensure that your form is filled out accurately and submitted correctly.

Follow the steps to fill out the form online.

1. Press the ‘Get Form’ button to access the fillable form and open it in your preferred editor.
2. In the 'Contract Information' section, enter your Owner Name, Contract Number, Social Security Number or TIN, and Date of Birth.
3. Review the 'General Information' section which outlines the requirements for taking Required Minimum Distributions (RMDs) and understand the implications of not fulfilling them.
4. Choose your preferred Distribution Calculation Method in the 'Distribution Calculation Method Election' section. Indicate whether you want to calculate your RMD using the Uniform Table or the Recalculated Joint Life Expectancy if applicable.
5. In the 'Distribution Options Election' section, select how you wish to receive your RMD payments and specify the start date and frequency of these withdrawals.
6. Proceed to the 'Authorization for Direct Deposit' section, selecting either Checking or Savings Account and provide the necessary bank details.
7. In the 'Taxes and Withholding Election' section, specify whether or not you wish to have federal or state taxes withheld from your distributions and indicate the percentage or amount if applicable.
8. Complete the 'Certification' section by signing and dating the form, acknowledging understanding of RMD requirements and certifying the correctness of the information provided.
9. After completing the form, you have the option to save changes, download, print, or share the form before submitting it to National Integrity Life Insurance Company.

Ensure your financial planning is up to date – fill out your documents online today.