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Distribution Request Form Individual Retirement Account You can instruct us to make a withdrawal from your IRA in one of two ways: In writing, by using this form. This form can be used to make withdrawals

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What is you can instruct us?

The 'You Can Instruct Us' form is used to provide instructions or consent for specific actions related to legal or financial matters.

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Individuals or entities who wish to provide formal instructions regarding their legal or financial affairs are typically required to file this form.

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The purpose is to ensure that the relevant parties have clear and documented instructions regarding the individual's or entity's wishes.

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Essential information includes the filer’s name, contact details, the specific instructions being provided, and any relevant identifiers such as account numbers.

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