Estate of Judith Baker 3/9/2022 - Laserfiche WebLink

Morgan Stanley Branch# 1 3 5 IRAAccountCT 0 2 3 5 3 1 FA;PMA# 3 3 6 IRA Distribution Form Please Return All Pages Section 1—IRA Type: d Tr ditm al IRA R th IRA I SEP/SAR-SEP IRA SIMPLE IRA Inherited IRA Section 2—Payee Information: ] IRA Owner EVERETT PUBLIC LIBRARY NAME 27021-10YT AVENUE ADDRESS EVERETT Z Benefici ry WA CITY SPATE Required Only For Living Beneficiary: Social Security Number and Date of Birth Required Onlj For Non -Living Beneficiary: Tax Identification Number _11 6 0_®o2 y __, 98201 ZIP Section 3—Reason far Distribution Request (select one) Over Age 59%z Normal Distribution Under Age 591/2 (penalty may apply) J Premature Distribution 72(t) Substantially Equal Periodic Payments (also complete Section 7) Other —Additional Documentation May Be Required Death of Account Owner (Certified Death Certificate and Notarized Affidavit of Domicile and Debts required for initial distribution only. Not required for Inherited IRA) Trust and Estate Beneficiaries must provide additional documentation (complete Section 8). Direct Rollover to a Qualified Retirement Plan (Attach qualified plan letter of acceptance) (For External Rollovers only, also provide Plan Name and Address below. Use this form for checks only) _ Refund of Excess Contribution Tax Year__._.... __ Principal $ _ Earnings $ (Refer to IRS Publication 590 or consult with your own tax advisor. If the refund of excess contribution is withdrawn before your tax filing due date, including extensions, the earnings must be calculated (in accordance with IRS rules) and withdrawn with the excess contribution.) 7 Qualified Charitable Distribution; Name of Charity: EVERETT PUBLIC LIBRARY Charity Address: 2702 HOYTAVENUE, EVERETT WA 98201 I Disability _External Money Manager Fees (attach invoice) Note: Do not complete this farm for IRA transfers incident to divorce. Submit the "Letter of Authorization to Process IRA Transfer Incident to Divorce (available on Forms Gallery). Section 4--Payment Amount and Frequency (check all that apply) Payment Amount U Gross Amount: $ _ All Available Cash Dividend & Interest Dividend, Interest & Principal 7 Account Termination If this recurring payment is for AUTO-RMD, check this box and also complete Section 9. In -Kind (Use the grid provided below; attach additional sheets if needed) ■ List Specific Assets In -Kind: Quantity (shares/units) CHARITY BENEFICIARY DISTRIBUTION Frequency 7 One -Time Partial Payment rl Recurring Start Date* . Daily _ Weekly Every Other Week _ Monthly Li First business day of the month Last business day of the month Every 3 months I Every 6 months _ Annually Note: *Recurring payment instructions will continue until we receive written instructions to cancel them. Name of Security or Trading Symbol Section 5—Verbal Distribution Authorization (VDA) (check box to select VDA) Variable amount a d dis d ution delivery method to be determined by the account holderfor each payment. I authorize Morgan Stanley Smith Barney LLC ("Morgan Stanley') to accept verbal requ st or hes amo nt that I may make from time to time I understand that verbal distributions require a withholding election that will be used for all future verbal distributions. A y hanges to with of in require written authorization by completing a new distribution form. Internal Transfers to another vlorgan Stanley nonretirernent account require that the IRA wn s am a x en ification number match the retail account. Verbal distributions can be processed 1) in cash, via check or wire out, 2) ACH out in cash to the IRA owner's a ban accou t 3) a h or in -kind as an internal journal to the IRA owner's Morgan Stanley nonretirement account. If checked, please complete both Sections #10 and 11. II II I IIIIIIIIIIIIIIII IRA DISTRIBUTION FORM (02/2020) RETIRACD ETIRACD WFD PAGE 1 OF 6 PLEASE RETURN ALL PAGES NY CS 9706902 02/2020