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Clear and reset form Distribution Request for Excess Contributions From SIMPLE IRAs For fund names, refer to your most recent account statement or contact your financial adviser. 1 Recipient information
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What is distribution request for excess?
A distribution request for excess is a request made by an entity to distribute any excess funds or assets to the appropriate parties.
Who is required to file distribution request for excess?
The entity or individual in possession of the excess funds or assets is required to file a distribution request for excess.
How to fill out distribution request for excess?
To fill out a distribution request for excess, you need to provide relevant information about the excess funds or assets, including their source and intended recipients. The request should be submitted in the prescribed format or as specified by the governing authority.
What is the purpose of distribution request for excess?
The purpose of a distribution request for excess is to ensure that the excess funds or assets are properly distributed to the appropriate parties, in accordance with applicable rules, regulations, and governing documents.
What information must be reported on distribution request for excess?
The distribution request for excess should include information about the excess funds or assets, such as their value, source, and intended recipients. It may also require additional details depending on the specific requirements of the governing authority.
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