Requesting Distributions

To request a distribution, please complete the:

2012 RMD form (PDF: 102 KB) - Use this form if you are taking your Required Minimum Distribution for the 2012 tax year.
2011 RMD form (PDF: 102 KB) - Use this form if you are taking your Required Minimum Distribution for the 2011 tax year*.

The information contained on these pages is for general educational purposes only, individuals should consult their financial advisor or legal counsel to determine how these regulations affect their unique situation