IRA Forms & Documents

UPDATED FOR SECURE ACT OF 2019!  This form is used to notify each Traditional IRA holder age 72 or older or 70½ or older prior to 2020 of the amount of his RMD, or an offer to calculate the RMD amount, and the date by which the RMD must be taken. It includes a section that the financial organization completes to notify the IRA owner of what action it will take, if any, if the IRA owner does not make a timely election. An explanation of the RMD rules is on the reverse side. Two-part, two-sided, black ink, 8 1/2 x 11.


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