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IRA/Qualified Plan Distribution Request Form Do not complete this form if request is for a Required Minimum Distribution (RED). If request is for a RED, please complete the Required Minimum Distribution
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How to fill out if request is for

How to fill out if the request is for:
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What is if request is for?
An information request is to gather specific information or documentation.
Who is required to file if request is for?
The individual or entity specified in the request is required to file.
How to fill out if request is for?
Fill out the request with accurate and complete information as requested.
What is the purpose of if request is for?
The purpose of the request is to obtain necessary information for a particular purpose or investigation.
What information must be reported on if request is for?
The information that is requested in the form must be reported accurately.
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