Individual Retirement Account (Ira) Distribution Request Form Page 4

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VII. TAX WITHHOLDING ELECTION
A. Federal Withholding
Federal income tax will be withheld at the rate of 10% from any distribution, subject to the IRS withholding rules, unless you elect or have previously elected out
of withholding. Tax will be withheld on the gross amount of the payment even though you may be receiving amounts that are not subject to withholding
because they are excluded from gross income. This withholding procedure may result in excess withholding on the payments. If you elect to have no federal
taxes withheld from your distribution, or if you do not have enough federal income tax withheld from your distribution, you may be responsible for payment of
estimated tax. You may incur penalties under the estimated tax rules if your withholding and estimated tax payments are not sufficient. If you are completing
this form, your below election will remain in effect until such time as you make a different election in writing to the Custodian.
Please select one of the following:
I elect TO NOT have federal income tax withheld. (This option is only available for accounts registered with an address in the United States.)
Withhold 10% federal income tax
Withhold________% federal income tax (must be more than 10%)
B. State Withholding
Your state of residence will determine your state income tax withholding requirements, if any. Those states with mandatory withholding may require state
income tax to be withheld from payments if federal income taxes are withheld or may mandate a fixed amount regardless of your federal tax election. Voluntary
states let individuals determine whether they want state taxes withheld. Some states have no income tax on retirement payments. Please consult with a tax
advisor or your state's tax authority for additional information on your state requirements.
I elect TO NOT have state income tax withheld from my retirement account distributions (only for residents of states that do not require mandatory
state tax withholding).
I elect TO have the following dollar amount or percentage from my retirement account distribution withheld for state income taxes (for residents of
states that allow voluntary state tax withholding). $ ________________ or ________________ %
VIII. PARTICIPANT AUTHORIZATION
I certify that I am the individual authorized to make these elections and that all information provided is true and accurate. I further certify that the Custodian, the
Third Avenue Funds, or any agent of either of them has given no tax or legal advice to me, and that all decisions regarding the elections made on this form are my
own. The Custodian is hereby authorized and directed to distribute funds from my account in the manner requested. The Custodian may conclusively rely on this
certification and authorization without further investigation or inquiry. I expressly assume responsibility for any adverse consequences which may arise from the
election(s) and agree that the Custodian, Third Avenue Funds, and their agents shall in no way be responsible, and shall be indemnified and held harmless, for any tax,
legal or other consequences of the election(s) made on this form.
Participant’s Signature*:
Date:
*Beneficiary’s Signature for inheritance liquidations.
Please review the Third Avenue Funds prospectus for Medallion Signature Guarantee stamp requirements.
Mail to the following:
First Class Mail:
Overnight Mail:
Third Avenue Funds
Third Avenue Funds
P.O. Box 9802
4400 Computer Drive
Providence, RI 02940-5215
Westborough, MA 01581
1-800-443-1021
Medallion Signature Guarantee Stamp and Signature: An eligible guarantor is
Medallion Signature Guarantee Stamp
a domestic bank or trust company, securities broker/dealer, clearing agency
or savings association that participates in a medallion program recognized by
the Securities Transfer Agents Association. The three recognized medallion
programs are the Securities Transfer Agents Medallion Program (known as
STAMP), Stock Exchanges Medallion Program (SEMP), and the Medallion
Signature Program (MSP). A notarization from a notary public is NOT an
acceptable substitute for a signature guarantee.
Page 4 of 4
IRAD2015

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