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This document serves as a formal request for a qualified charitable distribution from an Individual Retirement Account to Bentley University, ensuring compliance with specific IRS regulations.
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How to fill out ira charitable rollover intent
How to fill out IRA Charitable Rollover Intent Form
01
Obtain the IRA Charitable Rollover Intent Form from your financial institution or charitable organization.
02
Fill in your personal information, including name, address, and contact details.
03
Indicate the amount you wish to rollover from your IRA to a qualified charitable organization.
04
Provide the name and address of the charitable organization you wish to support.
05
Sign and date the form to authorize the transaction.
06
Submit the completed form to your IRA custodian for processing.
Who needs IRA Charitable Rollover Intent Form?
01
Individuals aged 70½ or older who wish to make tax-free charitable donations directly from their IRA.
02
Donors looking to support qualified charities while meeting required minimum distributions (RMDs).
03
People wanting to reduce their taxable income through IRA charitable rollovers.
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What is IRA Charitable Rollover Intent Form?
The IRA Charitable Rollover Intent Form is a document used by individuals to initiate a direct transfer of funds from their Individual Retirement Account (IRA) to a qualified charitable organization, allowing individuals aged 70½ and older to donate up to $100,000 tax-free to charity.
Who is required to file IRA Charitable Rollover Intent Form?
Individuals who are 70½ years of age or older and wish to make a charitable contribution directly from their IRA without incurring income tax on the distribution are required to file the IRA Charitable Rollover Intent Form.
How to fill out IRA Charitable Rollover Intent Form?
To fill out the IRA Charitable Rollover Intent Form, an individual must provide their personal information, IRA account details, specify the amount they wish to donate, identify the charitable organization to receive the funds, and sign and date the form to authorize the rollover.
What is the purpose of IRA Charitable Rollover Intent Form?
The purpose of the IRA Charitable Rollover Intent Form is to facilitate a tax-free transfer of funds from an IRA account to a charitable organization, enabling eligible individuals to support charities while minimizing tax liabilities.
What information must be reported on IRA Charitable Rollover Intent Form?
The information that must be reported on the IRA Charitable Rollover Intent Form includes the donor's name, address, IRA account number, the name and address of the charitable organization, the specific amount to be donated, and the donor's signature.
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