RMD Year-End Reminders

Year end is rapidly approaching and with it some important dates for 2020 RMDs. 

2020 RMD Processing

• RMD requests for tax year 2020 will be received up to and on 12/31/2020, and processed accordingly. 

2020 CARES Act – RMD Waivers and Returned RMDs

• 12/15/2020 – Deadline to return already received 2020 RMDs; amounts received after this date may be returned to the customer.
• 12/15/2020 – Deadline to submit RMD Waiver form for 2020.

If you have RMD-related questions, call EquiTrust Administration at 866-598-3692.