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REQUIREDMINIMUMDISTRIBUTIONELECTIONFORM P.O.BOX9805 PROVIDENCE,RI029408005 18004324789 IfyoucurrentlyreceiveRequiredMinimumDistribution(RED)paymentsandyoudonotwanttomakeanychangestotheamountorpayment

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How to fill out tb funds rmd form

01

Obtain a copy of the TB funds RMD form from your financial institution or online.

02

Start by entering your personal information, such as your name, address, and Social Security number.

03

Provide details about your retirement account, including the account number and the type of account.

04

Calculate the required minimum distribution (RMD) amount for the year. This can be done using the IRS Uniform Lifetime Table or the Joint Life and Last Survivor Expectancy Table if you have a spouse beneficiary who is more than 10 years younger than you.

05

Enter the RMD amount in the appropriate section of the form.

06

If you have multiple retirement accounts, make sure to include the total RMD amount for all accounts.

07

If you have elected to have taxes withheld from your RMD, indicate the withholding amount on the form.

08

Review the completed form for accuracy and sign it.

09

Submit the form to your financial institution by the required deadline, which is generally December 31st of the year following the year for which the RMD applies.

Who needs tb funds rmd form?

01

Anyone who has a tax-advantaged retirement account, such as a traditional IRA or a 401(k), and has reached the age of 70½ or older needs to fill out the TB funds RMD form. The form is required by the Internal Revenue Service (IRS) to ensure that individuals are taking the required minimum distribution from their retirement accounts as mandated by tax laws.

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