Instructions for completing a Required Minimum Distribution (RMD) request

Click here to download the RMD Election form

1.  Enter the following information in the IRA Owner Information section:

• • • Full name
    • Address
    • Social security number
    • Date of birth
    • Type of IRA (check box for Traditional or Simple)
    • IRA account number (member number)

2. Choose the RMD Life Expectancy Calculation Method option that applies

3. Review the Payment Instruction details below and then fill out section A, B, and C

• • Nonperiodic Payment Election:
    • For immediate distribution
      • Enter the amount of your RMD (this amount was mailed to you in January)
      • Enter the tax year – must be 2023
    • For scheduled distribution of RMD amount
      *Please note that this will continue until you notify TruMark Financial in writing
      • Select the frequency (monthly, quarterly, or annual)
      • Enter a starting date
    • For scheduled distribution (you are requesting the amount – this may or may not satisfy your RMD amount)
      *Please note that this will continue until you notify TruMark Financial in writing
      • Enter amount you are requesting
      • Select the frequency (monthly, quarterly, or annual)
      • Enter a starting date
  • Payment Method
    • Choose the option that applies to you – If you are choosing to deposit to a TruMark Financial account please enter the account type (i.e., savings, checking, money market) and account number (member number)
  • Payment Detail
    • This may be left blank

4. Please sign and date the bottom of the page in the Signatures section

If you would like to change the federal holding default of 10% please complete this form

If you have any questions or concerns while completing this form, please contact us at 1-877-877-TRUMARK.