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Virus Mutual Funds PO Box 534470 Pittsburgh, PA 152534470Individual Retirement Account (IRA) Beneficiary Designation Former assistance, please contact us at 8002431574 or visit our website at Virtus.com
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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 IRA custodian or financial institution to request a qualified charitable distribution (QCD) form.
02
Fill out the QCD form with your personal information, the amount you wish to donate, and the name of the charitable organization.
03
Submit the completed form to your IRA custodian or financial institution for processing.
04
Ensure that the distribution is sent directly to the qualified charity to qualify for tax benefits.

Who needs qualified charitable distribution request?

01
Individuals who are at least 70 ½ years old and have a traditional IRA.
02
Individuals who want to make a charitable donation directly from their IRA to a qualified charity.
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Qualified charitable distribution request is a distribution from an IRA account to a qualified charity.
Individuals who are at least 70 and a half years old are required to file qualified charitable distribution request.
To fill out qualified charitable distribution request, one must contact their IRA custodian and request a direct transfer to a qualified charity.
The purpose of qualified charitable distribution request is to allow individuals to donate funds from their IRA accounts to charity without incurring taxes on the distribution.
The information reported on qualified charitable distribution request includes the name of the charity, the amount of the distribution, and the date of the transfer.
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