To have your IRA distribution code adjusted, please submit a webticket and state what adjustment you need to have made. The IRA department will review and, if appropriate, make the adjustment. To submit a webticket, login to the Client Portal and select the User menu (head and shoulders icon in the top right corner) followed by Secure Message Center.
How do I adjust my IRA distribution code?
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How do I change the beneficiary in my IRA account?
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Where can I find how much I have contributed in my IRA?
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