Please note: We provide this for informational purposes only. We do not provide tax advice.
Only for IRA account owners over the age of 59½.
For IRA account owners under the age of 59½. IRA penalties may apply.
Requested funds will be placed into an SEPP plan (waiving the IRA penalties for withdrawing funds from an IRA account before you are over the age of 59½), which will pay you annual distributions for five years or until you turn 59½, whichever happens last.
To make a disability distribution, a letter from your physician dated within the last 12 months verifying total disability or a Social Security Association (SSA) notice must be attached to the IRA Distribution form.
Used for removing excess contributions and earnings before your tax-filing deadline.
Used to reverse a contribution made to a newly established IRA. We must receive a completed IRA distribution form within 7 days of the contribution that you would like to reverse.