How to Request a One-Time IRA Distribution

Please follow the steps below to request a one-time IRA distribution.

  • 1. Select Transfer Funds at the top of the page
  • 2. Select Distribution from the drop down menu

  • 3. Enter the amount
  • 4. E-sign your name

  • 5. Enter your SSN

  • 6. For the remainder of the form, only one selection should be made for each question

  • 7. 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: