Please follow the steps below to request a one-time IRA distribution.
- Select Transfer Funds at the top of the page
- Select Distribution from the drop-down menu
- Enter the amount
- E-sign your name exactly as it displays
- Click Review & Sign to enter the distribution form
- Enter your SSN
- For the remainder of the form, only one selection should be made for each question
Note: In-kind distributions do not apply to crypto assets. Cryptocurrencies must be sold and distributed as cash.
- Elect Federal tax withholding (please fill in a range from 0% to 100%)
- Note: If no election is made the default tax withholding rate is 10%. AltoIRA does not withhold state taxes at this time.
- Select delivery method
- Once the document has been signed and submitted, your request will be processed as soon as possible.
If you have any questions, please reach out to us:
- Phone: 877-673-1557
- Email: firstname.lastname@example.org
- Contact Us Form