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Qualified Charitable Distribution (CD) Request (only use when IRA owner is 70 1/2 or older) Section 1 General Information Name of owner (print first, middle, and last name)Date of birthExisting Thrive
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How to fill out qualified charitable distribution request

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How to fill out qualified charitable distribution request

01
To fill out a qualified charitable distribution request, follow these steps:
02
Contact your financial institution to see if they offer qualified charitable distributions.
03
Determine the amount you want to donate. The maximum annual amount is $100,000.
04
Obtain the necessary forms for the request from your financial institution.
05
Fill out the requested information on the forms, including your personal details, the amount you want to donate, and the recipient charitable organization.
06
Double-check the accuracy of the information provided.
07
Submit the completed forms to your financial institution.
08
Keep a copy of the request forms for your records.
09
Track the progress of your request and ensure the donation is properly transferred to the charitable organization.

Who needs qualified charitable distribution request?

01
Individuals who are 70½ years old or older and have individual retirement accounts (IRAs) can benefit from a qualified charitable distribution request.
02
People who want to make charitable donations directly from their IRAs without incurring additional taxes can use this request.
03
Those who are looking for a tax-efficient way to support charitable organizations can also utilize qualified charitable distribution requests.
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A qualified charitable distribution request is a direct transfer of funds from an Individual Retirement Account (IRA) to a qualified charity.
Individuals who are 70½ years old or older and want to make charitable donations directly from their IRA.
To fill out a qualified charitable distribution request, individuals need to contact their IRA administrator and provide the necessary information about the charity.
The purpose of a qualified charitable distribution request is to allow individuals to make charitable donations directly from their IRA, which can provide tax benefits.
Information such as the amount donated, the name of the charity, and the date of the donation must be reported on a qualified charitable distribution request.
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