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It is a form used to request annuity distribution for non-qualified IRA, Roth SEP, and SARSEP accounts.
Individuals who have non-qualified IRA, Roth SEP, or SARSEP accounts are required to file this form.
The form must be filled out with accurate account information, distribution amount, and any applicable tax withholding details.
The purpose of the form is to initiate the distribution of funds from non-qualified IRA, Roth SEP, and SARSEP accounts.
The form requires reporting of account details, distribution amount, and any tax withholding information.
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