Distributions and Rollovers
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      1. Support Center
      2. Investor Support
      3. Distributions and Rollovers

      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: