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ROTH IRA DISTRIBUTION REQUEST 10096 W. Fairview Ave., Ste. 160 Boise, ID 83704 Phone: (208) 377-3311 Fax: (208) 376-4567 PARTICIPANT INFORMATION Participant: IRA Account Number: SSN: Birth Date: Phone:
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How to fill out participant IRA account number:

01
Locate the "Participant IRA Account Number" field on the applicable form or document.
02
Enter your unique participant IRA account number in the designated space. This number is typically provided by your IRA custodian or financial institution.
03
Double-check the accuracy of the entered account number to ensure it matches the information provided by your custodian.
04
If you are unsure about your participant IRA account number or cannot find it, contact your IRA custodian for assistance.

Who needs participant IRA account number:

01
Individuals who have an Individual Retirement Account (IRA) that is managed by a custodian or financial institution.
02
Those who wish to make contributions, withdrawals, or perform any other transactions related to their IRA.
03
The participant IRA account number is primarily used as a unique identifier to ensure proper tracking and documentation of individual IRA accounts.
04
Any individual who wants to access or manage their IRA account should have a participant IRA account number.
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Participant IRA account number is a unique identifier assigned to an individual retirement account (IRA) that is held by a participant.
Financial institutions and retirement account custodians are required to file participant IRA account numbers.
Participant IRA account numbers can be filled out on IRS forms or through electronic filing systems.
The purpose of participant IRA account number is to track individual retirement accounts for tax reporting and compliance purposes.
Participant IRA account number must include the individual's name, account number, and total contributions made.
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