Instructions
Follow the instructions to request a required minimum distribution.
In July 2024, the Internal Revenue Service and the Treasury Department issued final and proposed regulations to address changes set forth in the Setting Every Community Up for Retirement Enhancement Act of 2019 (鈥淪ecure Act鈥) and the Secure 2.0 Act of 2022 (鈥淪ecure 2.0鈥) as it relates to required minimum distributions (鈥淩MDs鈥). We suggest that you review these changes with a tax professional before completing this form.
- Complete form
Complete the Required Minimum Distribution form. - Submit form
Return the completed forms with any required documentation via U.S. mail, overnight mail or fax to our service center.
Postal mail
99精品视频 Service Center
P.O. Box 81497
Lincoln, NE 68501-1497
Overnight mail
99精品视频 Service Center
777 Research Drive
Lincoln, NE 68521
Fax
402.328.2266
Allow 3 business days for faxed documents to enter our processing system. - Allow 7 days to process
99精品视频 will process the request within 7 business days of receipt of all required information. - Confirm
A confirmation of this change will be mailed to the owner's address on record upon completion along with a countersigned copy of the service request form.
Required Minimum Distribution
[ADMIN 5275]
24-1539