IRA Forms & Documents

Traditional IRA Withholding Election Notice - Imprinted # 10513

This form helps you comply with the IRS requirement that a "federal income tax withholding notice" be sent annually to all IRA holders who are receiving monthly and quarterly distributions. From a customer-service standpoint, it reminds accountholders of their current elections on file at your organization. A withholding notice (instructions for Form W-4P) is printed on the reverse side of this form. For your convenience, the address portion is located so the form can be mailed to accountholders in a standard #10 window envelope. Imprinting includes up to 4 lines of tyhhpe (black ink). Two-part, two-sided, black ink, 8 1/2 x 11.

 



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