How to 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

  • Enter the amount
  • E-sign your name

  • 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.

  • Select delivery method

  • Once the document has been signed and submitted, your request will be processed within 1-2 business days.

If you have any questions, please reach out to us: