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Financial Agreement We intend to facilitate excellent service to you while minimizing our administrative costs. Payment is due at the time service is provided. Our office accepts: Cash Personal Checks
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The QCD Financial Agreement document is a legal form used to outline the terms and conditions of Qualified Charitable Distributions (QCD) from retirement accounts.
Individuals who wish to execute a Qualified Charitable Distribution and wish to have it formally documented are required to file the QCD Financial Agreement.
To fill out the QCD Financial Agreement, you will need to provide personal information such as your name, address, and retirement account details, along with the charitable organization’s information, the amount to be distributed, and the signature.
The purpose of the QCD Financial Agreement is to ensure that the charitable donations made directly from retirement accounts are properly documented to comply with IRS regulations.
The information that must be reported includes the donor's personal details, the amount of the distribution, the name of the charity receiving the funds, and the date of the transaction.
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