Ready to Notify your IRA Administrator?
|Sample Distribution Request Letter
It's easy when you use this sample Distribution Request Letter
[Name of IRA administrator]
[IRA Administrator Address]
RE: Request for a Qualified Charitable Distribution or Charitable Rollover from IRA
Dear IRA administrator:
Please accept this letter as my request to make a qualified charitable distribution, also known as a charitable rollover from my Individual Retirement Account #[ ______________________] as provided in The Protecting Americans from Tax Hikes Act of 2015 and Section 408(d)(8) of the Internal Revenue Code of 1986, as amended.
Please issue a check in the amount of $[___________] payable to The Community Foundation for Greater New Haven and mail it to:
The Community Foundation for Greater New Haven
Development & Donor Services
70 Audubon Street
New Haven, CT 06510
In your transmittal, please include my name and address as the donor of record in connection with the distribution and copy me.
It is my intention that this distribution qualify for exclusion from my taxable income during the [insert tax year].
If you have any questions or need to contact me, I can be reached at [insert contact information].
[Your Name and Email]