How do I take an IRA distribution?

COMPLETE WITHDRAWAL INSTRUCTIONS

To withdraw funds, use the button above and follow the below procedure to complete our Withdrawal Instructions form located in Client Portal:

  1. Log in to Client Portal.
  2. Go to Transfer and Pay followed by Transfer Funds.
  3. Customers may request Normal, Early with no Exception, Death, and Excess Contribution (Current year or Previous Year). Please be sure to choose the correct Distribution type on the Withdrawal Instructions form.
  4. You will need to also specify the amount of the withdrawal and tax withholding instructions. 

Additional Information 

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