Get the free Qualified Charitable Distribution Request Form - Eaton Vance Funds

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Charitable Distribution RequestDelivering Retirement Solutions term IRA will be used below to mean Traditional IRA and Roth IRA, unless otherwise specified. VIP Services: (833) 2487878 IRA support

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How to fill out qualified charitable distribution request

01

Step 1: Gather all the necessary information and documents, including your contact information, Social Security number, and the details of the charitable organization you wish to donate to.

02

Step 2: Determine the amount you want to donate as a qualified charitable distribution. This amount should not exceed the annual limit allowed by the IRS.

03

Step 3: Contact your retirement account administrator to obtain the appropriate forms and guidance on how to fill out the qualified charitable distribution request.

04

Step 4: Carefully fill out the request form, providing accurate information regarding the amount to be donated, the charitable organization's details, and any other required information.

05

Step 5: Double-check the completed form for any errors or missing information.

06

Step 6: Submit the filled-out request form to your retirement account administrator by the specified deadline.

07

Step 7: Keep a copy of the filled-out form for your records.

08

Step 8: Wait for confirmation from your retirement account administrator regarding the successful processing of your qualified charitable distribution request.

09

Step 9: If necessary, follow up with the administrator to ensure the donation is properly disbursed to the chosen charitable organization.

Who needs qualified charitable distribution request?

01

Individuals who have reached the age of 70 and a half and have individual retirement accounts (IRAs) or other qualified retirement accounts.

02

Those who wish to make charitable donations using pre-tax money from their retirement accounts.

03

Individuals who want to satisfy their required minimum distributions (RMDs) while supporting a qualifying charitable organization.

04

People who want to reduce their taxable income by making charitable contributions directly from their retirement accounts.

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What is qualified charitable distribution request?

A qualified charitable distribution request is a direct transfer of funds from an IRA custodian to a qualified charitable organization.

Who is required to file qualified charitable distribution request?

Individuals who are 70½ years old or older and wish to make charitable donations from their IRAs are required to file a qualified charitable distribution request.

How to fill out qualified charitable distribution request?

To fill out a qualified charitable distribution request, individuals must contact their IRA custodian and provide the necessary information regarding the charity and the distribution amount.

What is the purpose of qualified charitable distribution request?

The purpose of a qualified charitable distribution request is to allow individuals to make charitable donations directly from their IRAs without incurring taxes on the distribution.

What information must be reported on qualified charitable distribution request?

The qualified charitable distribution request must include details about the charity receiving the donation and the amount of the distribution.

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