Hr Block Form Ira PDF Details

When it comes to managing retirement savings, understanding the process of withdrawing funds is essential. The H&R Block Easy IRA Distribution Request form serves as a crucial tool for individuals holding Traditional and Roth IRAs who wish to make withdrawals. This document, designated for those seeking either a full or partial distribution, outlines a series of steps and considerations to ensure a smooth transaction. For account owners, providing personal information such as the Social Security Number, IRA Account Number, and contact details is the first step. The form further delves into the specifics of the distribution request, allowing account holders to specify the exact amount they wish to withdraw, with a clear indication that selecting a full distribution incurs a $25 termination fee. Additionally, the form addresses the potential for early distribution penalties, underscores the minimum balance requirements, and details the process for selecting a payment method—options include check or direct deposit. An important aspect highlighted is the tax withholding election, which emphasizes the IRS regulation requiring a 10% federal tax withholding on distributions, unless otherwise specified by the account owner. Account owners are strongly advised to consult with a tax advisor or accountant to make well-informed decisions regarding their IRA distributions, thereby ensuring compliance with federal and state tax regulations. This careful structure intends to streamline the process, pointing out that accurate completion of the form is vital to avoid any delays or problems, further signifying the importance of reviewing the provided information before submission.

Form NameHr Block Form Ira
Form Length1 pages
Fillable fields0
Avg. time to fill out15 sec
Other namesopting, Roth, VOIDED, 2014

Form Preview Example


Easy IRA Distribution Request


for Traditional and Roth IRAs



H&R Block, Attn: Back Office Operations

Questions? Call us at 1-888-687-4722

P.O. Box 2569, Omaha, NE 68103


Fax: 866-812-3144


Account Owner




IRA Account Number:

















Payment Instructions

Required: Redemption Amount

ALL (will result in a $25 termination fee)OR PARTIAL $  ,   .  

An Early Distribution may result in a substantial penalty. If an amount is not selected, a full balance distribution will be processed with a $25 Termination Fee. If the amount requested is greater than the account balance at time of request, an amount equal to the balance less a $25 Termination Fee will be paid. If a partial payment is selected and the amount lowers your balance below the $25 minimum balance rule, a termination fee will be applied and the remaining balance distributed to you.

Method of Payment

Note: Upon receipt of all valid documentation, please allow 5 business days for processing. All delivery times indicated below are after processing.


Regular Mail (10-14 days for delivery)

check here for

change of address

Express Mail ($25 Fee - P.O. Box NOT allowed) (2-3 business days for delivery)

Street Address

City, State, Zip Code

DIRECT DEPOSIT (ACH) (3-5 business days for delivery)

REQUIRED: PRE-PRINTED VOIDED CHECK or LETTER ON BANK STATIONERY confirming account title, account number, account type, and routing number. Deposit slips, bank statements, member cards, or starter checks will not be accepted.

Checking Account

Savings Account





Name on Bank Account (must match name on IRA)







Bank Account Number



Routing Number (9-digits)

Withholding Election

Age 59 ½ or Older (referred to as Normal for Traditional IRA)

I elect to have 10 % Federal income tax withheld from my IRA distribution (by not selecting, you are opting out)

I elect to have Federal income tax at a rate of  % withheld from my IRA distribution (must be greater than 10%)

Note: IRS regulations require that 10% federal tax withholding be taken from your distribution. We encourage you to consult your accountant or tax advisor regarding your IRA distribution. By not indicating a withholding election above then you are choosing to opt out of withholding. If you elect not to have federal income tax withheld, you are liable for payment of federal income tax on the taxable portion of your distribution. You may be subject to tax penalties under the estimated tax payment rules if your payments of estimated tax and withholding are not adequate. Important State tax withholding information: We will withhold state tax in accordance with the respective state’s rules if, at the time of distribution, your address of record is within a mandatory withholding state and you have federal income tax withheld.

Signature (required)

H&R Block is not liable for problems or delays caused by inaccurate or incomplete information provided by you on this IRA Distribution form. Accordingly, we ask that you review the form again to ensure that it contains accurate information for your IRA Distribution request.


Account Owner Signature


Form 307 Rev. 12/2014

How to Edit Hr Block Form Ira Online for Free

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Step 1: Step one will be to click the orange "Get Form Now" button.

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You will have to provide the following information if you need to fill in the file:

stage 1 to writing h r block ira

Within the field REQUIRED PREPRINTED VOIDED CHECK, Checking Account, Savings Account, Name on Bank Account must match, Bank Account Number, Routing Number digits, Withholding Election Age or, Note IRS regulations require that, x Account Owner Signature, Date, and Form Rev enter the information which the application requires you to do.

stage 2 to completing h r block ira

Step 3: In case you are done, click the "Done" button to upload your PDF form.

Step 4: Make a minimum of several copies of the form to keep clear of any kind of possible challenges.

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