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Request a One-Time IRA Distribution

In this article

Request a One-Time IRA Distribution

  • Select Transfer Funds at the top of the page
  • Select Distribution from the drop-down menu
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Distribution Transfer 1

  • Enter the amount
  • E-sign your name exactly as it displays
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Distribution Screenshot 1

  • Click Review & Sign to enter the distribution form

istribution transfer 3
  • Enter your SSN
    ‍
Distribution Transfer 4
  • For the remainder of the form, only one selection should be made for each question
    ‍
Distribution 5-1
Distribution 6-1

  • Elect Federal tax withholding (please fill in a range from 0% to 100%)

Distribution 7-1

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  • Note: If no election is made the default tax withholding rate is 10%. AltoIRA does not withhold state taxes at this time.

  • Select delivery method
    ‍
Distribution 8-1
  • Once the document has been signed and submitted, your request will be processed as soon as possible.

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If you have any questions, please reach out to us and we will be happy to help!

Looking for information on CryptoIRA? Visit https://public.com/invest/crypto-ira.

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