Inherited Ira Distribution Request Form

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Inherited IRA Distribution Request
(Including Federal Income Tax Withholding Election Form)
BENEFICIARY ACCOUNT HOLDER INFORMATION
ACCOUNT NUMBER
MR.
MRS.
MS.
ESTATE
TRUST
NAME (please print)
WORK TELEPHONE NUMBER
HOME TELEPHONE NUMBER
(
)
(
)
HOME ADDRESS STREET
DATE OF BIRTH
CITY
STATE
ZIP PLUS 4
SOCIAL SECURITY OR TAX ID NUMBER
A. AMOUNT OF DISTRIBUTION Check appropriate boxes
PARTIAL DISTRIBUTION Please distribute $_________________
TOTAL DISTRIBUTION
Check (if alternate payee, please complete alternate payee form):
Journal to Scottrade Bank Account (if alternate payee, please complete alternate payee form): #__________________________
Journal to Scottrade non-IRA Account: #____________________________
Wire Funds ($25.00 Fee Applies)
Please also complete Scottrade form SF3675, Authorization to Wire Funds.
SECURITIES: Please distribute _________________ shares of __________________________________ to
Scottrade Account # _______________________________________________________ Note: Securities cannot be mailed to you.
B. FREQUENCY OF DISTRIBUTION
ONE TIME
One time distributions are processed within 3-5 days.
MONTHLY*
Starting Date _____/_____/_____
QUARTERLY*
Starting Date _____/_____/_____
*Monthly and Quarterly distributions are processed on the 5th of the month. If the 5th falls on a weekend or holiday
the distribution will be processed on the following business day.
C. - 1. METHOD OF DISTRIBUTION FOR INHERITED TRADITIONAL AND SIMPLE ACCOUNTS
If the original IRA holder died prior to his or her Required Beginning Date. Please select one of the following:
Rollover - I elect to roll over the IRA into my own IRA. (Spouse ONLY)
Total Distribution - I elect to receive the IRA balance in a single sum.
5 Year Distribution - I elect to deplete the IRA balance by December 31st of the year containing the 5th anniversary
of the original IRA account holder’s death.
Life Expectancy Payments - I elect to deplete the IRA balance by taking payments over my own life expectancy, non-
recalculated.
If the original IRA holder died on or after his or her Required Beginning Date. Please select one of the following:
NOTICE: I understand if the RMD (required minimum distribution) has not been removed for the year in which the original IRA
account holder died, I am required to remove the RMD based on the decedents life expectancy. I also understand that this
transaction must be completed before the account can be rolled over into my IRA and that the IRS may impose a severe penalty for
failure to take a required minimum payment.
________ (Initials required)
Rollover - I elect to roll over the IRA into my own IRA. (Spouse ONLY)
Total Distribution - I elect to receive the IRA balance in a single sum.
Life Expectancy Payments -
I elect to deplete the IRA balance by taking payments over my own life expectancy.
*SF2036*
I elect to use the remaining life expectancy of the decedent using the age in the year
of death non-recalculated in subsequent years.
SF2036/11-14
PLEASE CONTINUE
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