IRA Forms & Documents

Updated with new Form W-4R, Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions 


This form is used to document every type of Traditional IRA distribution. It contains sections for type, amount, and method of distribution. Additionally, the "federal income tax withholding election" is included to save you the trouble and cost of providing a separate election form when your accountholder requests a distribution. 


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