RMD reminder!

It is important to take your 2018 RMD before year-end.  Click for more information.

The IRS may impose a 50% penalty on the amount that is not withdrawn.  Note: Accounts transferred to us during 2018 may show zero for the RMD amount if the 12/31/17 market value is unknown to us, you will need to get the RMD amount from the previous custodian in this case.

You may check the status of your RMD online under Distribution Information on the Account Summary page. If you have not already signed up for online access please complete and submit our Online eStatement Authorization Form.