To calculate your Required Minimum Distribution, or RMD for short, please use our Required Minimum Distribution. It is located in our Forms and Agreements page.
Please send completed RMD forms via e-mail to firstname.lastname@example.org. You can also fax the forms to 312-724-7364.
Additionally, you may visit the IRS website and use their Required Minimum Distribution Worksheets. You will see two worksheets available to help you determine your RMD. Please use the worksheet that pertains to you.
To read more about RMDs, please visit the IRS Retirement Topics page by clicking here.