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Mutual Fund Shareholder Forms |
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Required Minimum Distribution Request Form
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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.
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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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