Request a Distribution

IRA account owners may elect to take a distribution of funds from their IRA or be required to take a minimum distribution under the laws governing these types of accounts. In either case, we recommend consulting a tax advisor regarding the potential tax implications before requesting a distribution. Please locate the forms required to Request a Distribution, or contact our Client Services Department at (800) 258-7878 or at distributions@mtrustcompany.com.


















Select Your IRA
> Personal IRAs
> Employer Sponsored IRA

Fund Your IRA
> Contributions
> Tax Deductibility of Contributions
> IRA Transfers
> IRA Rollovers
> Distributions from Your IRA
> Prohibited Transactions
> Unrelated Business Taxable Income (UBTI)

Investments Options
> Alternative Investments
> Traditional Investments
> Cash Investment Program

Resources
> FAQs
> Fact Sheets
> Glossary of Terms
> Account Forms
> Request a Distribution