IRA Forms & Documents

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


UPDATED FOR SECURE ACT OF 2019!  This form is used to elect the amount and method of distribution for an accountholder age 72 or older (or age 70½ or older prior to 2020). A federal income tax withholding election, which eliminates the bother and expense of using a separate election form, is also provided. 


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