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©2021 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.
(1220-06RB) APP20071-18 (01/21)
Request a Required Minimum Distribution
From Your Schwab IRA
Page 1 of 8
www.schwab.com 1-800-435-4000 (inside the U.S.) +1-415-667-8400 (outside the U.S.) 1-888-686-6916 (multilingual services)
When to use this form:
• Complete this form if you wish to take a Required Minimum Distribution (RMD) from your account. (Do not use this form for Inherited RMD's. Use
the Request an IRA Distribution Form.)
• If you want to take a distribution from your IRA and will not reach RMD age before the end of this year, please use the Request an IRA Distribution
Form. Or you can request a distribution online at Schwab.com.
• If you would like Schwab to calculate your RMD, make the appropriate selection in Section 2.
Or you can calculate it yourself at schwab.com/yourrmd.
• If you are a nonresident alien, a 30% tax withholding rate will apply unless you reside in a country with a lower treaty rate and submit a valid IRS
Form W-8BEN. Contact us to find out if a lower tax treaty rate applies.
Although an RMD amount must be calculated individually for each IRA, you can take your RMD from any IRA or a combination of all of your IRAs.
Please Remember To:
• Include the frequency of your distribution in Section 5.
• Tell us where to send your distribution in Section 6.
• Attach a voided check to establish Schwab MoneyLink
®
(if applicable).
• Complete, sign, and date this form using blue or black ink and return it to Schwab.
• For current-year distributions, Schwab must receive your form by December 1 to ensure year-end completion.
• If you need to sell securities to complete a cash distribution, please do so before submitting this distribution form. You may place your trades
on schwab.com at a discounted commission rate or call us at 1-800-435-4000 to place your trades with a broker. If your IRA is enrolled in a
managed product, contact your service provider for the appropriate form.
1. Tell Us About Yourself
We respect your privacy. Schwab will use the information you provide to process your request. Read about Schwab's privacy policy at schwab.com/
privacy.
Schwab Individual Retirement Account (IRA) Number
Account Holder Name First Middle Last
Social Security Number Daytime Telephone Number Extension
2. Tell Us About This RMD Request
List the tax year for which you are requesting an RMD. Current tax year applies unless otherwise indicated. Distribution will be reportable to the IRS
in the tax year processed.
Tax Year (yyyy)
Please select one of the following options.
Calculate and distribute my RMD amount.
Distribute the following amount that I have determined. (If you select this option, proceed to Section 5.)
If you elect to have taxes withheld, tell us if the amount is a gross or net amount. If no selection is made, gross is the the default selection.
$
Amount
Before taxes are removed (gross distribution)
After taxes are removed (net distribution)
Close the account and distribute all funds in the account. (If you select the option to distribute all funds and close the account, proceed to
Section 6.)
PRINT
CLEAR
©2021 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.
(1220-06RB) APP20071-18 (01/21)
Page 2 of 8Request a Required Minimum Distribution From Your Schwab IRA
3. Help Us Determine Your Life Expectancy Factor
Schwab usually calculates your RMD based on your life expectancy using the Uniform Life Expectancy Table, which can be found in IRS Publication
590-B at irs.gov. We'll use the Joint Life Expectancy Table if your sole primary beneficiary is your spouse and is more than 10 years younger than
you.
Is your spouse the sole primary beneficiary of your IRA and more than 10 years younger than you?
No (If you answer "No" to this question, proceed to Section 4.)
Yes (If you answer "Yes" to this question, joint life expectancy applies. Please provide your date of birth and your spouse's name and date of
birth.)
Your Date of Birth (mm/dd/yyyy)
Spouse's Name First Middle Last
Spouse's Date of Birth (mm/dd/yyyy)
4. Help Us Determine Whether a Fair Market Value Adjustment Is Required (Optional)
Check any of the following situations that apply to you, and fill in the necessary information.
If you transferred your IRA to Schwab in the current calendar year and have not yet taken an RMD, indicate the fair market value of that IRA
as of December 31 of last year. To help determine the fair market value, review the December 31 statement from the firm at which your IRA was
previously held.
$
Amount
If you withdrew funds from any IRA, either at or outside of Schwab, after November 1 of the previous calendar year and rolled them into the
IRA identified in Section 1 in the current calendar year within 60 days, indicate the amount of the rollover.
$
Amount
5. Select the Frequency of Your Distribution
Check either Option A or B. For IRAs enrolled in Schwab Managed Portfolios
™
, Windhaven
®
Strategies, ThomasPartners
®
Strategies, or Wasmer
Schroeder
™
Strategies, you may choose either Option A2 for recurring distributions or Option B for a one-time distribution.
If you select the recurring distribution option, enter the date you would like your distributions to begin and select a frequency. If you are enrolled in
Schwab Managed Portfolios, Windhaven Strategies, ThomasPartners Strategies, or Wasmer Schroeder
™
Strategies, you may only select "Annually"
and should then specify a date under Option 2.
A. Recurring Distribution. This distribution frequency is available for cash distributions only.
1. Distribute my RMD periodically beginning on the date below, and continue until I instruct otherwise.
Date (mm/dd/yyyy)
Frequency:
Annually Last business day of each month
Twice per year Monthly on: (dd)
Quarterly Every two months
Weekly
In order for us to process a recurring distribution, you must ensure there is sufficient cash available in your account on the date of your recurring
distribution. Place any sale orders before the date of your recurring distribution by calling 1-800-435-4000 or visiting Schwab.com.
©2021 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.
(1220-06RB) APP20071-18 (01/21)
Page 3 of 8Request a Required Minimum Distribution From Your Schwab IRA
2. For IRAs in Schwab Managed Portfolios
™
, Windhaven
®
Strategies, ThomasPartners
®
or Wasmer Schroeder
™
Strategies only:
Distribute my RMD annually on the date I select below, and continue annual distributions until I instruct otherwise. (Choose one date.)
January 20
May 20
August 20
November 20
If you unenroll from your Schwab Managed Portfolios, Windhaven Strategies, ThomasPartners Strategies, or Wasmer Schroeder
™
Strategies, account prior to the date of your recurring distribution, you must ensure that funds are available in your account on the date of
the recurring distribution in order to distribute the RMD amount.
Unless otherwise indicated below, Schwab will distribute your available cash balance prior to calculating the number of shares to distribute in kind.
For IRAs enrolled in Schwab Managed Account Services™ other than Windhaven Strategies, ThomasPartners Strategies, or Wasmer Schroeder™
Strategies you must choose Option B for a one-time distribution.
Schwab will determine the number of shares to be moved in order to meet your RMD based on the intraday or closing price of the security on the
day we process your distribution.
B. One-Time Distribution. This distribution frequency is available for distributions of cash and/or securities. This distribution will be processed
when we receive this form. Schwab is not able to distribute assets each year if you are requesting a recurring distribution. This option is only
available for a one-time distribution. If multiple securities are requested, copy and submit additional pages as needed.
Check this box if you do not want Schwab to distribute your available cash balance prior to calculating the number of shares to distribute in
kind. If you check this box and the value of the security indicated is insufficient to cover the full distribution amount, Schwab will distribute
your available cash balance in your account only to the extent necessary to satisfy the amount of your RMD request.
Distribute the security listed below. Unless otherwise indicated above, if there is an insufficient cash balance available to satisfy this
one-time RMD request, I authorize Schwab to distribute enough shares of the security to enable me to satisfy my RMD.
Security Name Trading Symbol
If you need to sell securities to complete a cash distribution, please do so before submitting this distribution form. You may place your trade on
schwab.com at a discounted commission rate or call us at 1-800-435-4000 to place your trade with a broker. If your IRA is enrolled in a managed
product, contact your service provider for the appropriate form.
6. Select the Method of Distribution
Complete only those sections that apply.
Distribution to a Schwab brokerage or bank account. Check box A and enter your account number below to transfer your RMD to your Schwab
account.
Distributions paid to third parties. If this distribution is paid directly to a third party, you acknowledge and agree that you, as the account holder, are
solely responsible for any adverse tax consequences, and you agree to indemnify and hold harmless Schwab from and against all losses, costs,
liabilities, and expenses that may arise as a result of Schwab following the directions you provide on this form.
If you choose Option A, add your account number and skip to Section 7.
A. Transfer my RMD to a Schwab Bank High Yield Investor Checking
®
or a Schwab brokerage account.
1. High Yield Investor Checking account
Schwab Bank High Yield Investor Checking Account Number
2. Brokerage account
Schwab Brokerage Account Number
©2021 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.
(1220-06RB) APP20071-18 (01/21)
Page 4 of 8Request a Required Minimum Distribution From Your Schwab IRA
If you choose Option B, please check Box 1, 2, or 3 and then complete the associated sections, if applicable.
B. Mail my distribution.
1. Make payable to the account holder and mail to the address listed on my Schwab IRA.
2. Make payable to the account holder and mail to the following address:
Address (P.O. boxes may be used here.) City
State Zip Code
If you want a memo printed on your check, enter it here.
Memo (Optional; 24-character limit)
If you would like to make a charitable donation, enter the name of the charity as payee and select "Mail to my home address." This will ensure
you are able to obtain a receipt from the charity for your tax records. Talk to your tax advisor to see if your distribution is eligible for a qualified
charitable distribution (QCD).
3. Make payable to a third party.
Payee
Mail to my home address.
Mail to the following address (Not available for QCDs):
Street Address City
State Zip Code
If you want a memo printed on your check, enter it here.
Memo (Optional; 24-character limit)
Check this box for overnight delivery.
Use overnight delivery. (Fees may apply.)
If you choose Option C, you may be charged a wire transfer fee. Call 1-800-435-4000 for details. Outgoing wire transfers are only available for
one-time distributions and not for recurring distributions.
C. Wire funds.
To give us time to process your request for a wire, we must receive your request prior to 2:30 p.m. ET on the date of the proposed wire. Fax your
wire request to 1-877-553-7692.
If you would like to make future wire requests by telephone, check the "Standing instructions" box and provide the bank account information.
See the sample check on the next page for instructions on how to locate your ABA Transit Routing Number and account number.
Standing instructions.
Bank Name
Bank Routing Number (ABA) Account Number at Destination Bank
Name(s) on Destination Bank Account
City and State of Residence of Account Holder at Destination Bank
©2021 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.
(1220-06RB) APP20071-18 (01/21)
Page 5 of 8Request a Required Minimum Distribution From Your Schwab IRA
For Further Credit Account Number (if applicable)
For Further Credit Name(s)
For Further Credit Address (P. O. boxes may be used here.) City
State Zip Code
D. Transfer funds to another bank account through electronic funds transfer or Schwab MoneyLink
®
.
If you already have Schwab MoneyLink set up for this IRA, please enter the bank name and the account number of the linked account.
Use the existing MoneyLink instructions on file for my account.
Bank Name
Account Number
Set up new MoneyLink bank account information. By enrolling in Schwab MoneyLink, you are establishing a standing authorization to
request electronic funds transfers from your Schwab IRA to an account at another U.S. financial institution specified below (collectively, the
"MoneyLink Service").
Schwab Bank or Other Financial Institution Information
Your Other Financial Institution must be a U.S. financial institution and an Automated Clearing House (ACH) member. You may not transfer
funds to financial institutions outside the territorial jurisdiction of the U.S. Enter the information requested below for the account where you
want your distribution payments electronically transferred.
If you would like to set up MoneyLink, please enter information for the bank account you want to use. MoneyLink transfers are limited to a
maximum of $100,000 per transaction.
Bank Name
Account Number
Account type:
Personal checking account
Personal savings account
Please attach your voided check here. For savings accounts, attach a preprinted deposit slip.
Name must be
preprinted and
unaltered.
ABA Transit Routing Number
Account Number
©2021 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.
(1220-06RB) APP20071-18 (01/21)
Page 6 of 8Request a Required Minimum Distribution From Your Schwab IRA
If your account doesn't have checks or if you don't have access to your checks, you can provide proper documentation using one of the
methods below.
Alternative acceptable documentation:
• A deposit/withdrawal slip.
• An account statement from a bank or broker-dealer reflecting the account registration and number.
• A preprinted form (direct deposit form) from the Other Financial Institution that includes the account title, account number, account type,
and ABA Transit Routing Number.
• A letter from the Other Financial Institution, on its letterhead and signed by an officer, that includes the account title, account number,
account type, and ABA Transit Routing Number. For organization accounts, this letter should include the names of the authorized account
signers.
Check this box if you would like to terminate existing MoneyLink instructions.
Terminate existing instructions for:
Bank Name
Account Number
7. Withhold Taxes From Your Distribution
Distributions from your IRA (excluding those from Roth IRAs) are generally subject to federal (and possibly state) income tax. Even if you elect in
writing not to have federal and/or state income tax withheld, you are liable for payment of federal and state income taxes, if applicable, on the
taxable portion of your distribution. You may also be subject to tax penalties under the estimated tax payment rules if your withholding and payment
of estimated tax, if any, are not adequate. For more information, see IRS Publication 590-B.
Your tax withholding election will remain in effect on all distributions from this IRA until you change or revoke it. You may change or revoke your tax
withholding election at any time by submitting your request to Schwab.
Note:
• U.S. citizens who are foreign residents are subject to a 10% minimum withholding rate and cannot opt out of withholding.
• Nonresident aliens are subject to a 30% tax withholding rate and must submit a valid IRS Form W-8BEN to obtain an available reduced tax treaty
rate.
A. Federal Income Tax Withholding
Schwab is required to withhold 10% from your gross distribution for payment of federal income tax unless you choose not to have federal income tax
withheld. You may elect not to have withholding apply to your distribution by selecting the option below, and signing and dating this form. If you elect
not to have withholding apply to your distribution, or if you do not have enough tax withheld, you may be responsible for payment of estimated taxes.
You may also incur penalties under the estimated tax rules if your withholding and estimated tax payments are not sufficient.
Choose one.
I do not want federal income tax withheld.
I want federal income tax withheld at the rate of
%.
(Federal tax withholding must be a whole number, at least 10%, and not more
than 99% when combined with state income tax withholding.)
B. State Income Tax Withholding
Refer to the State Income Tax Withholding Information sheet for specific information concerning your state's withholding rates.
State income tax withholding from your distribution may be required. In some cases, you may elect not to have withholding apply, or you may elect to
increase the rate of withholding. In other cases, state income tax withholding may not be available.
While Schwab makes every effort to obtain information about state tax laws from sources believed to be reliable, Schwab cannot guarantee the
accuracy or timeliness of state tax withholding information because state tax laws are subject to constant change and interpretation. We
recommend that you contact your tax advisor regarding your tax withholding elections and to answer any questions that you may have.
If you do not make an election, Schwab will apply withholding (if required) at the minimum rate based on the laws for your state of residency as
determined by the legal address of record on your account.
Choose one.
I do not want state income tax withheld.
I want state income tax withheld at the rate of
%.
(State tax withholding must be at least your state's minimum tax rate and not
more than 99% when combined with federal income tax withholding.)
Note: If you move between states with differing withholding laws, Schwab will apply withholding (if required) at the rate you provided above or at the
minimum rate based on the laws for your new state of residency, whichever is greater.
©2021 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.
(1220-06RB) APP20071-18 (01/21)
Page 7 of 8Request a Required Minimum Distribution From Your Schwab IRA
8. Sign Your Account Authorization
A signature is required below for the Schwab IRA account holder. If establishing MoneyLink, signatures are required below for the Schwab IRA
account holder.
A. I authorize Schwab to distribute cash and/or securities from my IRA according to the elections made by me on this form and certify that: (1)
Under penalties of perjury, I declare that I have reviewed my elections on this form and, to the best of my knowledge and belief, they are true,
correct, and complete and (2) Schwab may rely on my elections and certification without further investigation and inquiry.
For Schwab Managed Portfolios™ or Schwab Managed Account Services™ accounts only:
If my IRA is enrolled in Schwab Managed Portfolios or Schwab Managed Account Services, by signing below, I am requesting that the Money
Manager* and Charles Schwab & Co., Inc. ("Schwab") add withdrawal instructions on the account according to the instructions on this form. I
understand that at least five business days' notice to Schwab is required for withdrawals from the account and that if I am requesting a cash
withdrawal, the Money Manager may liquidate securities to generate sufficient cash to process my withdrawal request. As a result, the account
may not perform as well as other accounts managed by the Money Manager.
B. Schwab MoneyLink
®
Authorization—Terms for the Schwab IRA Account Holder. By signing below, I am signing up for Schwab MoneyLink. Terms
and conditions for the Schwab MoneyLink Service will be sent to me when this form is processed. Those terms and conditions will govern all
Schwab MoneyLink transactions, and my use of Schwab MoneyLink will confirm that I have received, reviewed, and agreed to be bound by these
terms and conditions, including, without limit, any amendments, until I cancel this service.
C. Schwab MoneyLink Authorization—Terms Relating to the Other Financial Institution Account. I/we authorize Schwab (i) to initiate credit entries
to my/our account indicated (the "Other Account") and to credit that account, (ii) to initiate debit entries to the Other Account and to debit that
account, and (iii) to initiate reversals to the Other Account of erroneous or duplicate credit or debit entries and to credit or debit such account as
appropriate. This authorization will remain in full force and effect until Schwab has received written or verbal notification (by calling
1-800-435-4000) from me (or either of us) of its termination. Schwab must receive this notification in a time and manner so as to give Schwab
and the Other Financial Institution a reasonable opportunity to act on it.
This authorization may be terminated by any of the parties at any time by calling 1-800-435-4000.
I represent and warrant that I have the authority, acting individually and without notice to any other account holder, to submit the enrollment
request to Schwab as fully and completely as if I were the sole account holder of the Schwab account and the outside account and that all other
owners of the account have authorized me to submit this request to Schwab. I hereby agree to indemnify and hold Schwab harmless from and
against any loss, claim, damage, or liability arising out of or resulting from any action taken by Schwab in reliance upon this representation and
warranty that Schwab in good faith accepts as genuine.
If I am the Schwab IRA account holder, my signature below constitutes my agreement with the terms set forth in Section 8A and, if applicable,
Section 8B. If I am an account holder of the Other Financial Institution, my signature below constitutes my agreement with the terms set forth in
Section 8C. If the Schwab account holder is not an owner on the Outside Financial Institution account, the outside account holder's signature is
also required.
Signature: Account Holder Today's Date
(mm/dd/yyyy)
signer1_DocuSignFullName
Print Name
✘
signer1_SignHere
signer1_DateSigned
Signature: Other Financial Institution Account Holder (if applicable)
✘
Today's Date (mm/dd/yyyy)
Print Name
*Charles Schwab Investment Management, Inc. (CSIM) is the Money Manager for Schwab Managed Portfolios, Windhaven
®
Strategies,
ThomasPartners
®
Strategies and Wasmer Schroeder
TM
Strategies.
Charles Schwab & Co., Inc. and Charles Schwab Bank are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.
Brokerage products are offered by Charles Schwab & Co., Inc., Member SIPC. Deposit and lending products and services are offered by Charles Schwab
Bank, Member FDIC and an Equal Housing Lender.
Brokerage Products: Not FDIC-Insured • No Bank Guarantee • May Lose Value
©2021 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.
(1220-06RB) APP20071-18 (01/21)
Page 8 of 8Request a Required Minimum Distribution From Your Schwab IRA
9. Return Instructions
• Upload online with secure messaging (if you are an existing client and have online access to your account).
1. Go to www.schwab.com and log in to your account.
2. Click Message Center (under Service), and then click Upload Document.
• Fax to 1-888-526-7252.
• Bring to your nearest Schwab branch (visit www.schwab.com/branch for locations).
• Mail to any of the following addresses:
Regular Mail (West)
Charles Schwab & Co., Inc.
P.O. Box 982600
El Paso, TX 79998-2600
Regular Mail (East)
Charles Schwab & Co., Inc.
P.O. Box 628291
Orlando, FL 32862-8291
Overnight Mail (West)
Charles Schwab & Co., Inc.
1945 Northwestern Drive
El Paso, TX 79912
Overnight Mail (East)
Charles Schwab & Co., Inc.
1958 Summit Park Dr., Ste. 200
Orlando, FL 32810
Charles Schwab & Co., Inc. and Charles Schwab Bank are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.
Brokerage products are offered by Charles Schwab & Co., Inc., Member SIPC. Deposit and lending products and services are offered by Charles Schwab
Bank, Member FDIC and an Equal Housing Lender.
Brokerage Products: Not FDIC-Insured • No Bank Guarantee • May Lose Value
PRINT
State Income Tax Withholding Information
for Individual Retirement Accounts
This general information is provided to help you understand state income tax withholding requirements for Individual Retirement Account distributions.
While Schwab makes every effort to obtain information about state tax laws from reliable sources, Schwab cannot guarantee the accuracy or
timeliness of state tax withholding information because state tax laws are subject to constant change and interpretation. Please make sure to
properly estimate your withholding rate based on your tax status. You will be responsible for any under-withholding when you file your tax return. We
recommend that you contact your tax advisor regarding your tax withholding elections or making estimated tax payments, and to answer any
questions that you may have regarding your state's withholding laws.
If your state of
residency is:
Your withholding options are:
DE, IA, KS, ME,
NE
If you have federal income tax withheld, Schwab is required to
withhold state income tax.
If you do not have federal income tax withheld, you may
optionally elect to have state income tax withheld.
You may provide a percentage amount equal to or greater than
your state's withholding requirements; otherwise Schwab will
automatically apply your state's applicable withholding
requirements.
AR, CA, MA,
NC, OK, OR, VT
If you have federal income tax withheld, Schwab is required to
withhold state income tax unless you specifically elect not to
have state income tax withheld.
You may provide a percentage amount equal to or greater than
your state's withholding requirements; otherwise Schwab will
automatically apply your state's applicable withholding
requirements.
AL, AZ, CO, GA,
ID, IL, IN, KY,
LA, MD, MN,
MS, MT, ND,
NJ, NM, NY,
OH, PA,
RI, SC, UT, VA,
WI, WV
State income tax withholding is voluntary regardless of whether
or not you have federal income tax withheld. Schwab will
withhold state income tax only if you instruct us to do so.
CT, MI
1
State income tax withholding is required on all taxable pension
distributions. Unless you make a valid opt-out election, the
applicable state tax rate will be withheld.
1
To opt out of tax withholding, you must submit a state
withholding certificate.
AK, FL, HI, NH,
NV, SD, TN, TX,
WA, WY
State income tax withholding is not available. Schwab will not
withhold state income tax even if you elect to withhold state
income tax.
If your state of
residency is:
Your tax rate is:
AR, VT 3%
CA 1%
CT 6.99%
DC 8.95%
DE, IA, KS, MA, ME,
NE, OK
5%
MI 4.25%
MO 5.4%
NC 4%
OR 8%
AL, AZ, CO, GA, ID,
IL, IN, KY, LA, MD,
MN, MS, MT, ND, NJ,
NM, NY, OH, PA, RI,
SC, UT, VA, WI, WV
There is no mandatory tax rate since
these states are voluntary withholding
states.
AK, FL, HI, NH, NV,
SD, TN, TX, WA, WY
State income tax withholding is not
available.
Schwab may be required to withhold state tax from your distribution based upon state tax law for your state of residency. Your state of residency is
determined by the legal address of record on your account. In some cases, you may elect not to have withholding apply, or you may elect to increase the
rate of withholding. In other cases, state tax withholding is not available. Please refer to the chart above.
1
You must submit the MI W-4P to Schwab if you wish to opt out of Michigan state income tax withholding. You can obtain a copy of the MI W-4P by visiting Schwab.com
or Michigan.gov/taxes.
©2020 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.
CC4092638 (0520-06TB) REG34287-11 (05/20)
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