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PACIFIC FUNDS INDIVIDUAL RETIREMENT ACCOUNT (IRA) DISTRIBUTION REQUEST FORM This form is not intended for required minimum distributions, trustee to trustee transfers, recharacterizations, or conversion
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To fill out the www.fairholmefundsinc.com/form/sira-distribution-form-individual-retirement-account-ira, follow these steps:
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Access the website www.fairholmefundsinc.com
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Find and click on the 'Forms' tab or navigate to the form directly through the provided link.
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Look for the 'SIRA Distribution Form - Individual Retirement Account (IRA)' form.
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Read the instructions and requirements carefully before proceeding.
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Fill in your personal information, including your name, address, Social Security Number, and contact information.
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Provide details about your Individual Retirement Account (IRA), such as the account type, account number, and custodial institution.
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Indicate the distribution method you prefer, such as a partial or full distribution, direct rollover, or transfer.
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Specify the amount or percentage you wish to distribute from your IRA.
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The information reported on the www.fairholmefundsinccom/forms/ira-distribution-form/individual-retirement-account-ira includes personal details, account information, withdrawal amount, and any applicable taxes or penalties.
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