---
tags: IRA, Alan, Priority 10
---
# IRA Annual Statement RMD required - YRSTAT

@model.data.party.name1
@model.data.party.name2
@model.data.party.name3
@model.data.party.name4
@model.data.party.address[1]
@model.data.party.address[1].street
@model.data.party.address[1].City
@model.data.party.address[1].zipCode
@model.data.party.address[1].state
@model.data.party.address[1].country
Date: @?

### RE: Your Individual Retirement Account no. @?

This is a @IRAType? of IRA

In order to keep you advised of the status of your Individual Retirement Account, we are sending you the following information.

This information is also furnished to the Internal Revenue Service.

| 1. | Account(s) value at beginning of year @? | @? |
| -- |-------- | ------: |
| 2. | Contributions to account(s) during year | @? |
| 3. | Distributions from account(s) during year | @? |
| 4. | Earnings on account(s) during year | @? |
| 5. | Rollovers to account(s) during year | @? |
| | Rollovers from account(s) during year | @? |
| | Roth Conversion to account(s) during year | @? |
| 6. | Transfers into account(s) during year | @? |
| 7. | Fair Market Value of account(s) at end of year @? | @? |
| 8. | Contributions made in @? for prior year | @? |
| | Contributions reportable for @? | @? |
| | Partial distributions for @? | @? |
| | Full distributions for @? | @? |

Our records indicate that due to IRS regulations you are required to take a required minimum distribution (RMD) from your IRA account by @Date?. We have calculated the amount of your required minimum distribution to be @?.

If this information does not agree with your records, or if you have any questions concerning your Individual Retirement accounts, please call us at **918 495-1700**.