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Automated Minimum Distribution Request 403(b) Plan Refer to the Minimum Distribution Information and Instructions for assistance in completing this form. Use blue or black ink only. Well Span 403(b)

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How to fill out automated minimum distribution request

01

Gather necessary information such as account details, date of birth, and beneficiary information

02

Contact the financial institution where the retirement account is held

03

Request an automated minimum distribution form

04

Fill out the form accurately, ensuring all required fields are complete

05

Submit the form to the financial institution for processing

Who needs automated minimum distribution request?

01

Individuals who are required to take minimum distributions from their retirement accounts as per IRS regulations

02

People who want to automate the process of taking their required minimum distributions

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What is automated minimum distribution request?

Automated minimum distribution request is a request made to automatically withdraw a certain amount from a retirement account once the account holder reaches a certain age.

Who is required to file automated minimum distribution request?

Individuals who have reached a certain age and have a retirement account are required to file automated minimum distribution request.

How to fill out automated minimum distribution request?

Automated minimum distribution request can be filled out by providing the necessary account and personal information to the financial institution managing the retirement account.

What is the purpose of automated minimum distribution request?

The purpose of automated minimum distribution request is to ensure that retirees have a source of income during their retirement years by mandating regular withdrawals from their retirement accounts.

What information must be reported on automated minimum distribution request?

Automated minimum distribution request must include the account holder's name, account number, age, and the amount to be withdrawn.

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