Will STRATA automatically distribute my RMD to me?

No. STRATA cannot process distributions without your authorization and completed distribution instructions.

To satisfy your RMD, submit STRATA's IRA Distribution Request form.  STRATA calculates and provides RMD amounts for eligible accounts by January 31 each year, and you may submit your distribution request as early as January of the year the RMD is due.

We encourage you to submit your request well before year-end to allow sufficient time for processing and to avoid missing any applicable deadlines.

Please note that fees may apply to your distribution request. Refer to the IRA Fee Schedule for current fee information.