AGREEMENT FOR REQUIRED MINIMUM DISTRIBUTION OPTION (RMD)Agreement for Required Minimum Distribution Option (Rmd) • September 1st, 2005
All transactions will be processed upon completion and receipt of this form and any other required document in good order. Good order is defined as receipt of any required information at our Service Office accurately and entirely completed, with any applicable signatures. If this form is not received in good order, it may be returned to you for correction and re-submission. Sections 10 and 11 are only required for employer sponsored 403(b), 401(a) and 457(b) contracts. Please return this form by March 15 or December 15, as applicable, to allow adequate time for processing to meet the April 1 IRS deadline for your initial RMD or the December 31 deadline for subsequent year RMD’s.
