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Get Equitrust Et-2513 2007-2025
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How to fill out the EquiTrust ET-2513 online
Filling out the EquiTrust ET-2513 form online is an essential process for managing your required minimum distribution. This guide provides a clear, step-by-step approach to help you complete the form accurately and efficiently.
Follow the steps to successfully complete your EquiTrust ET-2513 form online.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Begin by filling in your personal information. This includes your name, contract number, address, telephone number, and Social Security number. Ensure that all details are accurate and complete.
- In section 1 regarding the Required Minimum Distribution (RMD) election, select your preferred option for receiving distributions. Check the box for whether you want automatic distributions or a lump sum, and specify the frequency (monthly, quarterly, semi-annually, or annually) if required.
- If you choose Option 1 for automatic distributions, indicate the specific month and date for the first payment. Remember that electronic funds transfer is required for options other than annually.
- If you are calculating your own RMD, complete Option 2 by providing the calculated amount and understanding your responsibilities for future distributions.
- For withholding elections in section 2, indicate your preferences for federal and state income tax withholding. Specify the amounts or percentages you would like withheld or choose to decline withholding.
- In the optional account election section, if applicable, identify which accounts to withdraw RMDs from. If you do not specify, distributions will be taken from all allocated accounts.
- Complete the certification section by checking all relevant statements. Ensure you understand your obligations and liabilities regarding the information provided.
- Finally, review and sign the document. If community property laws apply, include your spouse’s signature if necessary. If your address has changed recently, ensure to have the form notarized.
- Once all sections are completed, you can save changes, download, print, or share the form as required.
Take the next step in managing your distributions by completing the EquiTrust ET-2513 online today.
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