If the distribution has already been processed and the wrong distribution type was selected, you will need to submit a request for correction through the Message Center. In the message you will need to include the current distribution code, the correct distribution code and the reason why you are asking for a correction. This can be accessed through Client Portal by clicking the User menu (head and shoulders icon in the top right corner) followed by Secure Message Center.
How do I change the IRA distribution type?
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How do I adjust my IRA distribution code?
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