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:
- Phone: 877-673-1557
- Email: email@example.com
- Contact Us Form