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Mutual Fund Shareholder Forms   |   Required Minimum Distribution Request Form

Early in 2001, the Internal Revenue Service proposed a sweeping overhaul of the rules that regulate required minimum distributions (RMDs) from IRAs, 401(k)s and other retirement vehicles.

The newly proposed regulations could mean smaller mandatory withdrawals from your account, which could mean additional time to enjoy tax-deferred growth potential. Of course, don't forget that even simplified tax laws can still be complicated. The Retirement Center provides an understanding of IRA distribution options.

To begin taking an RMD or modify your existing distribution schedule, you'll need to fill out the RMD request form (PDF: 60 KB). The form is simple and self-explanatory.

For more information on the proposed regulations — including how they apply to your particular situation and any recent changes — contact your financial advisor, retirement plan administrator and/or tax professional.

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 an investment leader for over 50 years, Dreyfus is committed to helping you make smart decisions about your retirement account. If you have any questions, please don't hesitate to contact us. Thank you.

Dreyfus Required Minimum Distribution Request Form (PDF: 60 KB)

Dreyfus Required Minimum Distribution Request Worksheet (PDF: 63 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.

   
   
 

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