IRA Forms & Documents

Traditional IRA Beneficiary Request for Distribution - Not Imprinted # 10566

This form is used to elect the amount and method of distribution to beneficiaries after the accountholder dies. The options available for beneficiaries of an accountholder who died before, on, or after the accountholder's required beginning date are addressed. Additionally, a federal income tax withholding election, which eliminates the bother and expense of using a separate election form, is provided. A withholding notice (instructions for Form W-4P) is printed on the reverse side of this form. Two-part, two-sided, black ink, 8 1/2 x 11.

 



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