WebSubject to the 10% penalty tax if the withdrawal is made before age 59½; Subject to optional 10% income tax withholding; and Not eligible to be rolled over to any IRA or another plan. We will send you the withdrawal amount after we receive your completed forms in good order. To avoid delays, be sure to complete all sections. TAX INFORMATION http://citibank.com/domain/tax/

IRA Change Investment Form for Exiting Citibank IRA Customers

WebSIMPLE IRA funds cannot be rolled or transferred to a traditional IRA or converted to a Roth IRA within a two-year period that begins on the date of the initial contribution to your SIMPLE IRA. SIMPLE IRA funds transferred or distributed during the two-year period may be subject to an additional 25 percent excise tax. Recipient Information. WebGet started online by clicking the link below: Access Online Change of Address Form Select any of our product categories below Expand All Annuity (purchased individually) Annuity (purchased through employer) Dental (purchased through employer) Disability and Absence Management Life Insurance (not purchased through an employer) easy classical piano books

Retirement Topics - Beneficiary Internal Revenue Service

WebA letter with instructions and beneficiary contact information including: Name (s) Phone number (s) Address (es) Send this documentation to: Retirement Plan Services 100 … WebA completed IRA Change Information Form Start or stop automatic monthly IRA deposits from your . Citibank N.A. consumer checking account to an IRA Money . Market … Web• Attach a completed Citibank IRA and Roth IRA Withdrawal and Tax Withholding Election Form. • A Roth IRA conversion cannot be undone or recharacterized. Please … easy classical piano songs for beginners