[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-281380-105":53,"doc-detail-281380-en":127},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":120,"head_meta":122,"extra_data":124,"updated_unix":126},105,"en","plan-owner-instruction-letter-request-for-charitable-distribution-from-individual-retirement-account","Plan Owner Instruction Letter - Request for Charitable Distribution from Individual Retirement Account","","Instruction letter from an IRA owner to an IRA administrator requesting a direct charitable distribution under the Secure Act 2.0. The letter requests issuance of a check for a specified amount payable to Smith College and provides the charity’s address and tax identification information. It requires the administrator’s transmittal to note the donor of record details, copy the owner, and ensure the distribution is postmarked no later than December 31 of the tax year.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":41,"@type":70,"position":76},"https://docshare.wps.com/template/letters/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/plan-owner-instruction-letter-request-for-charitable-distribution-from-individual-retirement-account/281380/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/plan-owner-instruction-letter-request-for-charitable-distribution-from-individual-retirement-account/281380.png","ImageObject",442,249,{"name":88,"@type":89},"Noah","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-19","2026-09-16",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",9,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What does the plan owner ask the IRA administrator to do in this letter?","Question",{"text":109,"@type":110},"Accept the plan owner’s request for a direct charitable distribution from the Individual Retirement Account and issue a check payable to the named charity.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"Which charity and payment details are included?",{"text":114,"@type":110},"The letter specifies payment should be made to Smith College at the provided address and includes relevant trustee gift accounting contact and Tax ID information.",{"name":116,"@type":107,"acceptedAnswer":117},"What deadline does the letter set to qualify the distribution for the tax year?",{"text":118,"@type":110},"The distribution must be postmarked no later than December 31 of the applicable tax year.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},281380,1790247798,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":40,"category_name":41,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":73,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":9},8796095462418,"https://ap-avatar.wpscdn.com/avatar/80000253c1241d02b47?x-image-process=image/resize,m_fixed,w_180,h_180&k=1778826106357471780","Sample Letter of Instruction from Plan Owner to Administrator for Charitable Distribution from Individual Retirement Account  \n(date)  \n(Name of IRA Administrator)  \n(Address)  \n(City, State, Zip)  \nRe: Request for Charitable Distribution from Individual Retirement Account  \nDear Sir or Madam:  \nPlease accept this letter as my request to make a direct charitable distribution from my Individual Retirement Account \\#  as provided by the provisions of The Secure Act 2.0 .  \nPlease issue a check in the amount of $________________ payable to Smith College at the address below:  \nThe Trustees of The Smith College Gift Accounting/Alumnae House Northampton, MA 01063  \nAttn: Advancement Services Director Tax ID \\#: 04-1843040  \nIn your transmittal to the charity, please note my name and address as the donor of record in connection with this transfer. Please copy me on your transmittal. It is my intention to have this transfer qualify during the tax year. Therefore, it is imperative that this distribution be postmarked no later than December 31, 20 .  \nIf you have any questions or need to contact me, I can be reached at  \n ,   .  \n(phone) (email)  \nThank you for your assistance in this matter.  \nSincerely,  \n(signature) (print name)","cbCaip36y9TGcXmT","https://ap.wps.com/l/cbCaip36y9TGcXmT","pdf",18746,"English","# Re: Request for Charitable Distribution from Individual Retirement Account\n## Recipient and Address Information\n## Distribution Request and Check Payee\n## Donor of Record and Transmittal Notes\n## Postmark Deadline for Tax Year\n## Sign-off and Contact Information","[{\"question\":\"What does the plan owner ask the IRA administrator to do in this letter?\",\"answer\":\"Accept the plan owner’s request for a direct charitable distribution from the Individual Retirement Account and issue a check payable to the named charity.\"},{\"question\":\"Which charity and payment details are included?\",\"answer\":\"The letter specifies payment should be made to Smith College at the provided address and includes relevant trustee gift accounting contact and Tax ID information.\"},{\"question\":\"What deadline does the letter set to qualify the distribution for the tax year?\",\"answer\":\"The distribution must be postmarked no later than December 31 of the applicable tax year.\"}]","Plan Owner Instruction Letter - Request for Charitable Distribution from Individual Retirement Account | PDF",1789565838]