Bmo Funds Ira Distribution Form Page 2
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42. Distribution Reason
(continued)
o Conversion to a Roth IRA (to a non-BMO Funds Roth IRA only)
o Required Minimum Distribution for IRA Beneficiary
Spouse Beneficiary (Elect only one option):
A. Complete if death occurred before Required Beginning Date.
o Five-year option (entire account must be withdrawn within five years of death-complete section 3, option B)
o Life expectancy option. Date of death: __________ Beneficiary date of birth: __________
o Transfer to my own IRA (treat as own) Account #________________ or attach a new application.
B. Complete if death occurred after Required Beginning Date.
o Life expectancy option. Date of death: __________ Beneficiary date of birth: __________
o Transfer to my own IRA (treat as own) Account #________________ or attach a new application.
Non-spouse Beneficiary (Elect only one option):
A. Complete if death occurred before Required Beginning Date.
o Five-year option (entire account must be withdrawn within five years of death-complete section 3, option B)
o Life expectancy option. Date of death: __________ Beneficiary date of birth: __________
B. Complete if death occurred after Required Beginning Date.
o Life expectancy option. Date of death: __________ Beneficiary date of birth: __________
Second Generation Beneficiary
o Life expectancy option.
Original Shareholders birth date:____________ Original shareholder date of death: __________
1st generation beneficiary relationship to original shareholder:
o Spouse
o Non-Spouse
o Qualifying Trust
o Entity
Oldest Beneficiary birthdate:_______________
1st generation beneficiary birthdate:________________ 1st generation beneficiary date of death: ________________
2nd generation beneficiary relationship to 1st generation beneficiary:
o Spouse
o Non-Spouse
o Qualifying Trust
o Entity
3. Distribution Options
Please choose A or B:
o A. Lump Sum Distribution
Please redeem
o ALL – distribute the entire balance of all funds held in my account
o Partial amount of $ ________________ (complete the section below)
Fund Name or Number
Withdrawal Amount* or Percentage*
$
OR
%
$
OR
%
$
OR
%
$
OR
%
$
OR
%
$
OR
%
$
OR
%
$
OR
%
*If you do not indicate an amount or percentage, we will prorate the distribution between all funds owned.
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