Forms & Disclosures

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IRA Required Minimum Distributions (RMDs)

You now have the option to waive required minimum distributions to help you retain more in your retirement accounts while financial markets have been adversely affected by current events. Any RMDs that are required to be taken for 2020 may be waived, if you choose to do so. This also applies to anyone who turned 70 1/2 in 2019 but did not take their first RMD before 1/1/20. If you elect to have RMDs waived, please complete the waiver form below.