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Get the free Distribution Forms 033103 -DRAFT.qxd - California Investment Trust

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PARTICIPANT DISTRIBUTION NOTICE & ELECTION FORM GENERAL INFORMATION Timing of Distribution Distributions are generally processed after the next quarterly or annual plan valuation date following the
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These forms are used to report distributions made from retirement accounts.
Individuals who have made distributions from their retirement accounts are required to file these forms.
The forms can be filled out manually or electronically following the instructions provided by the IRS.
The purpose of these forms is to report distributions made from retirement accounts for tax purposes.
The forms require detailed information about the distribution amount, account holder, and type of retirement account.
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