Instructions – Copy all bullets and paste into a new forum post. Address each bullet before submitting your post for best results.

• Date of Birth:
• Age:
• 72t Method:
• Life table:
• Stub Year*:
• Annual Recalc*:
• AFR* Rate:
• Balance(s)*:

Help

Stub year: A stub year refers to your first distribution and the very last distribution. In these 2 cases you can opt to take a partial distribution (stub) or the full year’s distribution.

Annual Recalc: Check yes if you expect to recalculate your distribution amount each year. Required with Minimum Distribution Method, not required with the other methods.

AFR Rate: The interest rate you used (or plan to use) in calculating your distribution amount. There are strict rules on the rates you can use.

Balance(s): Depending on your question, list the separate balances with labels such as Account A, Account B, etc. or list the total of your SEPP IRA Universe.