Request a One-Time IRA Distribution

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

Distribution Transfer 1

 

  • Enter the amount
  • E-sign your name exactly as it displays

Distribution Screenshot 1

 

  • Click Review & Sign to enter the distribution form

    istribution transfer 3

  • Enter your SSN

Distribution Transfer 4

  • 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.

Distribution 5-1

Distribution 6-1

 

  • Elect Federal tax withholding (please fill in a range from 0% to 100%)

Distribution 7-1

 

  • 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

Distribution 8-1

  • 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: