Pershing: 2013 Required Minimum Distributions

As we approach the end of 2013, please continue to process all remaining Required Minimum Distributions.

You can see the current status of accounts by going to Accounts, All Accounts, IFA, then click on Required Minimum Distribution. Here you will be able to see what the RMD amount is and how much has already been taken for the year.

Please be sure to process all Required Minimum Distribution Requests prior to December 31, 2013.