REQUEST REASON Sample Clauses

REQUEST REASON. Normal — age 59½ and older, including RMDs and Xxxx qualified distributions if applicable Early — under age 59½, no known exceptions SIMPLE IRA Early — use if “2 year rule” and account owner is under age 59½ Education Savings Account — no tax withholding, see instructions Death — from an Inherited/beneficiary IRA or ESA Direct Rollover to an Eligible Employer-Sponsored Plan (e.g. 401(a) qualified plans, 401(k) plans, 403(b) plans, governmental 457(b) plans) — Letter of Acceptance required from receiving employer plan, see instructions for more details Return of Excess Contribution for Tax Year — all below must be completed (Please note: Return of excess SEP & SIMPLE employer contributions may require a letter of instruction from your employer. Contact your advisor for additional information.) • Tax year • If this is a prior-year excess, is this excess being removed prior to the extended tax return due date? Yes No • Specify excess amount, month, day, and year contribution was made: $ / / • Earnings attributable to excess contribution amounts (see instructions) $ DO NOT USE THIS FORM TO REQUEST A TRUSTEE-TO- TRUSTEE TRANSFER OF ASSETS TO ANOTHER IRA. SEE INSTRUCTIONS FOR FURTHER INFORMATION. DO NOT USE THIS FORM TO PURCHASE AN INVESTMENT WITHIN YOUR ACCOUNT.