Calculation For Required Minimum Distribution Form

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CALCULATION FOR
REQUIRED MINIMUM DISTRIBUTION
The following information is required to calculate your Required Minimum Distribution (RMD) from your
Scottrade Traditional Self Directed Individual Retirement Account (SDIRA). The 2002 Final Regulations
simplify this calculation and generally eliminate the need for the previously required recalculation/non-
recalculation election.
This form must be completed in its entirety. Incomplete forms will be returned to you for completion.
WE URGE YOU TO SEEK PROFESSIONAL TAX ADVICE.
DISTRIBUTION INFORMATION
Name (Please Print)
Social Security or Tax ID Number
Scottrade Account Number
Account Balance as of 12/31 of the Previous Year
Date of Birth
Is the primary beneficiary your spouse? If yes, is your spouse more than 10 years younger than you?
If Yes, Spouse's Date of Birth
No
Yes (continue)
No
Yes (continue)
Your RMD will be calculated using the uniform lifetime expectancy table. If your spouse is more than 10 years
younger than you, the joint life expectancy table will be used.
Please return this form to your local branch office with your Scottrade
Distribution Request for Traditional SDIRAs Form.
I certify the above information is true and accurate. I hereby request that Scottrade calculate my Required
Minimum Distribution for the IRA listed above.
X
Signature
Date
SCOTTRADE USE ONLY
RMD:
Calculated by:
RBD:
Date:
Distribution Made:
*SF2001*
SF2001/7-14

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