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Take Distributions from IRA

There are three types of distributions you can take from your IRA.  They are One-Time Distribution, Periodic Distribution and Earnings Distribution.  We now have one form that covers all three types.  It is the IRA Distribution Request form.  The three types are described below:

One-Time Distribution


A One-Time Distribution allows you to take a partial or full distribution out of your existing UMB Financial Services Retirement account. If you wish to request a distribution out of more than one IRA, you must submit a separate form for each account.

 

Periodic Distribution


A Periodic Distribution  allows you to establish a Periodic Payment(s) out of your UMB Financial Services Retirement account, or to change your existing Periodic Distribution.

 

Earnings Distribution


An Earnings Distribution allows you to request distributions of dividends, interest and/or capital gains ("earnings") from your UMB Financial Services Retirement account, or to change an existing Earnings Distribution.
 



Investment Products Offered Through UMB Financial Services, Inc.
Member FINRA, SIPC
NOT FDIC INSURED • MAY LOSE VALUE • NO BANK GUARANTEE

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