Get Athene 15140t 2023-2025

Filling out the Athene 15140T form online is a straightforward process that allows you to request your Required Minimum Distribution (RMD) with ease. This guide offers clear, step-by-step instructions to help you confidently complete each section of the form.

Follow the steps to complete your Athene 15140T form online.

1. Click the ‘Get Form’ button to access the Athene 15140T document and open it in your preferred online editor.
2. In the first section, provide your personal information. Fill in your first name, middle initial, last name, date of birth, and Social Security number. Ensure your contact telephone number and mailing address are accurate and complete.
3. Indicate whether you wish to request an address change by checking the appropriate box and providing your new address, if applicable.
4. Next, move to the payment options section. Select your preferred payment amount, either a specific dollar amount or the current year's RMD amount. If you select a specific dollar amount, enter it in the space provided.
5. Choose a calculation method for your RMD. You can select the Life (Single) method, Joint Life Expectancy with a spouse, or Inherited IRA if applicable. Fill in the required dates of birth for your spouse and deceased individual if necessary.
6. Choose your payment method, either a single payment or a systematic payment. If choosing systematic payments, select the payment frequency which can be annual, semi-annual, quarterly, or monthly. Enter the start date for the payments.
7. Provide your bank account details for electronic funds transfer (EFT). Fill in your bank name, account name, routing number, and account number. Specify if it's a checking or savings account and attach the required certification.
8. In the tax withholding election section, indicate your preference for federal and state income tax withholding. This includes selecting whether to withhold taxes or not, and specifying any rates or amounts per your requirements.
9. Confirm that you understand the implications of your RMD request by checking each statement in the confirmation section. This ensures compliance and acknowledges you are aware of potential charges.
10. Complete the IRS certification section by verifying your Social Security number and other required statements. Ensure you cross out any statements that do not apply to your situation.
11. Lastly, provide your signature and date at the bottom of the form, along with any necessary documentation to validate your authority if signing on behalf of the owner.
12. After completing the form, save your changes. You may download, print, or share the completed Athene 15140T form as needed.

Begin filling out your Athene 15140T form online today to ensure your Required Minimum Distribution is processed efficiently.