Required Minimum Distributions
Required Minimum Distributions (RMDs)
Required Minimum Distributions (RMDs) Overview
Account holders of certain IRAs and qualified plans must begin taking withdrawals from their account when they reach a certain age. These withdrawals are known as Required Minimum Distributions (RMDs) and must follow Internal Revenue Service (IRS) guidelines for timing
or a penalty may result.
Each year, a new RMD must be calculated for each account. The RMD Calculator
is updated annually and uses data from the current Life Expectancy Tables.
To request a distribution, please complete the appropriate RMD Form.
Answers to Questions
Check our FAQs
for answers to common account holder questions. If you have further questions, call our Client Contact Center at 1.800.209.9010
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.