[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-304514-105":53,"doc-detail-304514-en":126},{"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":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","required-minimum-distribution-form-required-minimum-distribution-rmd","Required Minimum Distribution Form - Required Minimum Distribution (RMD)","","Required Minimum Distribution (RMD) form for requesting retirement-account distributions. Collects account owner information, IRA/qualified plan details, and whether assets were transferred or rolled over during the RMD year. Includes a first-time RMD payout section with the April 1 special rule, life expectancy calculation method selection, and distribution timing and frequency choices. Provides delivery instructions for check, mail, ACH, or wire, along with fees, bank verification requirements, and signature/notice guidance for address changes.",{"@graph":63,"@context":118},[64,80,101],{"@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":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/required-minimum-distribution-form-required-minimum-distribution-rmd/304514/",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/required-minimum-distribution-form-required-minimum-distribution-rmd/304514.png","ImageObject",442,249,{"name":88,"@type":89},"Hazel","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-27","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":79},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What information is required in the Account Information section?","Question",{"text":108,"@type":109},"The form requests account owner name, address details, mutual fund name and account number, Social Security number, date of birth, and daytime phone.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How does the form handle a first-time RMD and the April 1 special rule?",{"text":113,"@type":109},"If it is the first RMD, the form allows delaying the first distribution until April 1 of the following year, with options to calculate immediately or by a specified date.",{"name":115,"@type":106,"acceptedAnswer":116},"Which life expectancy calculation methods can be selected for RMDs?",{"text":117,"@type":109},"You can select Uniform Life Table (standard IRS method) or Joint Life and Last Survivor Expectancy, with additional spouse eligibility requirements and spouse date of birth details.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},304514,1790409193,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":79,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":79,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":73},137441390410,"https://ap-avatar.wpscdn.com/avatar/2000252f4ab5702993?_k=1776741390130283984","Required Minimum Distribution Form  \nMail this form, along with any required documents to: Mail: Nationwide Funds  \nc/o U.S. Bank Global Fund Services PO Box 219336  \nKansas City, MO 64121-9336  \nOvernight Express Mail: Nationwide Funds  \nc/o U.S. Bank Global Fund Services  \n801 Pennsylvania Ave Suite 219336 Kansas City, MO 64105-1307  \nFor additional information please call toll-free 1-800-848-0920 or visit us on the Web at [nationwide.com/mutualfunds](nationwide.com/mutualfunds).  \n1   \nACCOUNT INFORMATION  \nName of Account Owner  \nAddress  \nCity  \nState ZIP  \nMutual Fund Name and Account Number  \nSocial Security Number  \nDate of Birth  \nDaytime Phone  \nNote: If the address listed above is different than the address currently listed in our records, we will change all accounts under your Social Security number to reflect your new address. All future correspondence will be sent to the new address until you advise us otherwise. Distributions to a new address will require a signature guarantee in Section 8 of this form. I request my Required Minimum Distribution (RMD) from my retirement account. I understand that it is my responsibility to determine that amounts distributed from my account are made in compliance with all Internal Revenue Service (IRS) regulations.  \n2   \nIRA ASSETS TRANSFERRED DURING YEAR  \nDuring the year for which you are requesting your RMD, did you transfer or roll over retirement assets into your IRA / Qualified Plan account?  \n􀂉 No – Go to Section 3.  \n􀂉 Yes – Did you take this year’s RMD prior to transferring or rolling over assets from another custodian?  \n􀂉 Yes  \n􀂉 No – Please enter the account value as of December 31st of the previous year for the account from which you transferred or rolled over assets in the box below. If no amount is provided we will use the dollar amount that was transferred or rolled over from your previous custodian to calculate your RMD. Please proceed to Section 5.  \n$   \n3   \nFIRST TIME RMD PAYOUT  \nComplete this section if this is your first RMD. If you have previously taken an RMD, please proceed to Section 4.  \n• Special first-year rule: You can delay taking the first distribution until April 1st of the year following the year in which you reach RMD age.  \n􀂉 Please distribute my first RMD by April 1st (select one box below) .  \n􀂉 Please calculate and distribute immediately.  \n􀂉 Please calculate and distribute on  \nMonth /Day / Year  \n􀂉 I have calculated the amount needed to meet my first RMD. Please distribute  \n􀂉 Immediately or  \n􀂉 On  Month /Day / Year  \nNW-IRA-RMD  \n$  \nPage 1 of 4  \n\n| 4 |  | DISTRIBUTION INSTRUCTIONS | SELECT ONE* |\n| --- | --- | --- |\n\n􀂉 I would like U.S. Bank Global Fund Services to calculate my RMD. Complete Section A.  \n􀂉 I have calculated my RMD. Complete Section B.  \n􀂉 I will be taking the RMD amount from an IRA/Qualified Plan at another financial institution and hereby relieve U.S. Bank Global Fund Services of this responsibility (valid until revoked) . If checking this box, proceed to Section 8.  \nA LIFE EXPECTANCY CALCULATION METHOD (CALCULATION COMPLETED BY U. S. BANK GLOBAL FUND SERVICES)  \nPlease select the method you would like used for your Life Expectancy Calculation. Failure to designate a Life Expectancy Calculation Method will result in distributions being made using the Uniform Life Table.  \n􀂉 Uniform Life Table (Standard IRS Method)  \n􀂉 Joint Life and Last Survivor Expectancy. This option can only be used if your spouse is your sole beneficiary and your spouse is more than 10 years younger than you.  \nMy spouse’s full date of birth is:   \nDate of Birth (MM/DD/YYYY)  \nPlease select how you would like to receive your RMD.  \n􀂉 I wish to have my current year RMD distributed immediately upon receipt of this Form.  \nOR  \n􀂉 I wish to have my current year RMD distributed on a systematic basis.  \nFrequency: 􀂉 Monthly 􀂉 Quarterly 􀂉 Semi-Annually 􀂉 Annually Start Date (Month/Year) Day(s) of the Month  \nB MY OWN CALCULATION (I HAVE CALCULATED T","cbCaiiBlVGvSEqrz","https://ap.wps.com/l/cbCaiiBlVGvSEqrz","pdf",453154,"English","# Account Information\n## IRA Assets Transferred During Year\n## First Time RMD Payout\n## Distribution Instructions\n## Delivery Instructions","[{\"question\":\"What information is required in the Account Information section?\",\"answer\":\"The form requests account owner name, address details, mutual fund name and account number, Social Security number, date of birth, and daytime phone.\"},{\"question\":\"How does the form handle a first-time RMD and the April 1 special rule?\",\"answer\":\"If it is the first RMD, the form allows delaying the first distribution until April 1 of the following year, with options to calculate immediately or by a specified date.\"},{\"question\":\"Which life expectancy calculation methods can be selected for RMDs?\",\"answer\":\"You can select Uniform Life Table (standard IRS method) or Joint Life and Last Survivor Expectancy, with additional spouse eligibility requirements and spouse date of birth details.\"}]","Required Minimum Distribution Form - Required Minimum Distribution (RMD) | PDF",1789814319]