Sample Request Letter Template printable pdf download

Sample Request Letter Template

SAMPLE REQUEST LETTER

FROM IRA ACCOUNT OWNER (DONOR)

TO IRA ADMINISTRATOR

FOR CHARITABLE DISTRIBUTION FROM AN IRA

Date

Dear Sir or Madam:

Please accept this letter as my request to make a direct, qualified charitable

distribution from my Individual Retirement Arrangement #____________________

as provided by The Protecting Americans from Tax Hikes Act of 2015.

Please send me the appropriate documentation, as needed, to issue a check from my

IRA account in the amount of $___________________ directly payable to the U.S.

Naval Academy Foundation. The check should be mailed directly to the address

below:

U.S. Naval Academy Foundation

Attn: Keisha Watkins

Office of Planned Giving

291 Wood Road, Beach Hall

Annapolis, MD 21402

The federal tax ID number for the U.S. Naval Academy Foundation is 23-7003516.

In your transmittal of the IRA check to the Naval Academy Foundation, please

include my name and address as the donor of record in connection with this

distribution. Please copy me on your transmittal. Additionally, it is imperative this

distribution be postmarked no later than December 31 of this year.

If you have any questions or need to contact me, I can be reached at _____________.

Thank you for your assistance in this matter.

Sincerely,

(IRA Account Owner)

cc: Keisha Watkins

Sample Request Letter Template