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Qualified Charitable Distribution 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 account/contract
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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
Contact your retirement account administrator to obtain the necessary forms for making a qualified charitable distribution (QCD) request.
02
Fill out the required information on the forms, including your personal details and the details of the charity or charities that you wish to donate to.
03
Indicate the amount or percentage of your retirement account balance that you want to donate as a QCD.
04
Provide any additional documentation or information that may be required, such as proof of the charity's tax-exempt status.
05
Review the completed forms and ensure that all the information is accurate and complete.
06
Submit the QCD request forms to your retirement account administrator either by mail or through an online portal, as instructed.
07
Keep a copy of the submitted forms and any supporting documents for your records.
08
Follow up with your retirement account administrator to confirm that the QCD request has been processed and executed according to your instructions.

Who needs qualified charitable distribution request?

01
Individuals who are aged 70½ or older and have a traditional IRA or a Roth IRA.
02
Individuals who wish to donate a portion of their retirement account balance directly to a qualified charity.
03
Individuals who want to satisfy their required minimum distribution (RMD) without having to include the distribution as taxable income.
04
Individuals who want to reduce their taxable income through charitable contributions.
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Qualified charitable distribution request is a method by which individuals who are over the age of 70 and a half can donate funds directly from their IRAs to qualified charities without incurring income tax.
Individuals who are over the age of 70 and a half and have funds in an IRA are required to file a qualified charitable distribution request if they wish to donate a portion of those funds to a qualified charity.
To fill out a qualified charitable distribution request, individuals must contact their IRA custodian to request a distribution be made directly to the qualified charity. The custodian will then provide the necessary forms to complete.
The purpose of a qualified charitable distribution request is to allow individuals to donate funds from their IRAs to qualified charities without incurring income tax on the distribution.
The qualified charitable distribution request must include information about the IRA account, the amount being distributed, and the name of the qualified charity receiving the donation.
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