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2020 RMD Waiver

COVID-19 Updates
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2020 RMD Waiver

The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) has

provided a waiver for Required Minimum Distributions (RMD) for calendar

year 2020.

Complete this form to waive your 403(b) RMD.

The form needs to be received in our office 14 days prior to scheduled distribution.

NOTE: A new 403(b) Distribution form will be required to satisfy any future RMD as applicable.
All scheduled distributions will remain in effect unless a waiver form is received.

Complete this form to waive your IRA RMD.

The form needs to be received in our office 4-5 days prior to scheduled distribution.

NOTE: Your 2021 RMD will continue as originally scheduled.
All scheduled distributions will remain in effect unless a waiver form is received.

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Log in to Online Access to send the form via a secure message.

Mail
AGFinancial
3900 S Overland Ave
Springfield MO 65807

Fax
417.831.7429

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