Accounts | IRA Checkwriting Privilege Addition Form Instructions

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IRA Checkwriting Privilege Addition Form Instructions

In order to add the Checkwriting privilege on your Traditional IRA; simply complete the IRA Checkwriting Privilege Addition Form (PDF: 41 KB). Please note the following important instructions.

Complete Sections 1 through 3 with the current account information;
Complete Section 4 by checking the box and reviewing the information; and
Complete Section 5 with the signature of the registered IRA owner.

Note: Please be advised that an IRA check redemption is considered a qualified distribution and such distribution will be reported on Form 1099R to the IRS. Redemption checks are not subject to TEFRA (withholding) regardless of the withholding code on the account.

Please mail the completed form to:	For registered/certified mail please mail to:
The Bank of New York Mellon, Custodian P.O. Box 55552 Boston, MA 02205-8568	The Bank of New York Mellon, Custodian 30 Dan Road Canton, MA 02021-2809

As soon as we receive the completed form in proper order, we will update your account and a checkbook will be forwarded to your address of record.

At Dreyfus, we appreciate the opportunity to service you and your financial needs. If you have any further questions, please contact us.

IRA Checkwriting Privilege Addition Form (PDF: 41 KB)

Download a prospectus for more complete information on any Dreyfus fund, including management fees, charges, expenses, and share classes, as applicable. Please read it carefully before you invest.