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Required Minimum Distribution Form Regular Mail: Ariel Investment Trust c/o U.S. Bank Global Fund Services PO Box 701 Milwaukee, WI 532010701Overnight Delivery: A rail Investment Trust c/o U.S. Bank

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How to fill out required minimum distribution form

01

Obtain the required minimum distribution form from your retirement account administrator.

02

Fill out your personal information, including name, address, and account number.

03

Calculate the amount you are required to withdraw for the current year based on IRS guidelines.

04

Specify how you would like to receive the distribution - options may include a check in the mail, direct deposit to your bank account, or transfer to another retirement account.

05

Sign and date the form before submitting it to your retirement account administrator.

Who needs required minimum distribution form?

01

Individuals who have reached the age of 72 and have a traditional IRA or employer-sponsored retirement plan account, such as a 401(k) or 403(b), are required to fill out a required minimum distribution form.

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What is required minimum distribution form?

The required minimum distribution form is a form that must be completed by individuals who have reached the age to start taking distributions from their retirement accounts.

Who is required to file required minimum distribution form?

Individuals who have reached the age to start taking distributions from their retirement accounts are required to file the required minimum distribution form.

How to fill out required minimum distribution form?

The required minimum distribution form can be filled out online or by paper. It requires information about the account holder's age, account balance, and other relevant details.

What is the purpose of required minimum distribution form?

The purpose of the required minimum distribution form is to ensure that individuals take the required minimum distributions from their retirement accounts to avoid penalties.

What information must be reported on required minimum distribution form?

The required minimum distribution form must include details about the account holder's age, account balance, and the amount of the required minimum distribution.

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