Due to COVID-19 the CARES Act is NOT requiring Traditional IRA 2020 Required Minimum Distributions (RMDs) for any IRA owner who is age 70½ before 1/1/2020.


To withdraw funds, complete our Withdrawal Instructions form located in Client Portal/Account Management:

  • Log in to Client Portal/Account Management
  • Go to Transfer and Pay followed by Transfer Funds
  • Customers may request Normal, Early with no Exception, Death, and Excess Contribution Removal. Please be sure to choose the correct Distribution type on the Withdrawal Instructions form
  • You will need to also specify the amount of the withdrawal and tax withholding instructions.

For more information on Entering Withdrawals, please visit our Users’ Guide.