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

Branch # 1 • 3 5 IRA Account # 0 2 3 5 3_ 1 EA/PWA# 3 3 6 Section 6—Method of Distribution (select one or more) • Automated Check (System -generated to legal address) I I Check issued to IRA owner at an alternate address: STREET STATE • Overnight Delivery (Fees May Apply) Local Branch Check • Official Check CITY ZIP Internal Journal (Requires that the IRA owner be an authorized signer on the receiving retail account number) O Credit to Morgan Stanley account number:_ . 0 Credit to Morgan Stanley account number. O Credit to Morgan Stanley account number:. BRANCH ADDRESS STATE ELECTRONIC FUNDS TRANSFER via ACH to my bank or credit union account named below. Outside Bank Accounts that you enroll in the Service must share at least one (1) common owner with the Morgan Stanley Account. (Not available from deceased accounts.) For Checking accounts attach a voided check. DO NOT SEND DEPOSIT TICKETS. For Savings accounts, attach a copy of your outside banks statement. Account Type heck one) Checking I ) Savings NAME OF BANK BANK'S ABA NUMBER/ROUTING NUMBER (MUST BE 9 DIGITS) CLIENTS ACCOUNT NUMBER Please attach a voided or cancelled check here. FED FUNS Routing Bank i WIRE TRANSFER, Fees May Apply dentifier Type: ABA Li SWIFT ID CHIPS Routing Bank Identifier (e.g., ABA Number). ROUTING BANK NAME _ — _—__.........._____..........._..____..._..........___.—_ ROUTING BANK ADDRESS Is Routing Bank different from Final Destination? _ YES 7 NO If routing bank ABA number, SWIFT ID or CHIPS number is not the ultimate recipient institution, then the Final Destination Institution and Account Number at the routing bank must be provided. FINAL DESTINATION INSTITUTION NAME FINAL BENEFICIARY ACCOUNT NAME FINAL BENEFICIARY ACCOUNT ADDRESS n YES FINAL DESTINATION INSTITUTION ACCOUNT NUMBER AT ROUTING BANK FINAL BENEFICIARY ACCOUNT NUMBER MEMO FOR RECEIVING BANK NO Do you want to establish these wire instrucfions as a standing instruction? If yes, provide the Standing Instruction ID. STANDING INSTRUCTION ID Section 1-72(t) Substantially Equal Periodic Payments —Distribution Calculation PLEASE ALLOW AT LEAST 15 BUSINESS DAYS FOR YOUR FIRST 72(t) DISTRIBUTION TO BE PROCESSED. YOU ARE RESPONSIBLE FOR THE INTEREST RATE AND THE DISTRIBUTION METHOD CHOSEN. NOTE 72(t) distributions, once begun, must continue unchanged until age 591 or forfive (5) years, whichever is later. These payments will continue until we receive written notification to cancel them. Please select your distribution method below. (i) l Life expectancy/required minimum distribution method The distribution amount will be calculated annually and will be based on the prior year-end value, divided by the life expectancy method chosen: Single Life. _ Joint Life L Uniform Life If your joint life expectancy is selected, we will use the beneficiary information currently on file with us. To name or change beneficiary information, please complete an IRA Designation of Beneficiary form. (ii) Amortization Method Interest Rate % LJ Compounding Annual Com B Li Other Compounding _ P (iii) _ Annuitization Method Interest Rate ... % Annual Compounding Other Compounding For (ii) and (iii) above, the IRS requires that a "reasonable" interest rate be used. "Reasonable" is defined as between 80% and 120% of the federal mid-term rate, as announced monthly by the IRS under Code section 1274(d), for either of the two (2) months preceding the month in which the distribution begins. Based on existing 72(U schedule started an _ , transferred in from ■ ZIP ENTER FORMER IRA CUSTODIANS NAME IRA DISTRIBUTION FORM (02/2020) RETIRACD RETIRACD WFD PLEASE RETURN ALL PAGES PAGE OF NY CS 9706902 02/2020