Year of RMD
Owner Date of Birth
DD
MM
YYYY
Beneficiary Date of Birth
DD
MM
YYYY
Is Spouse the Beneficiary?
Yes
No
Account Balance
$
Plan Type
Traditional IRA
Roth IRA
Traditional 401(k)
Roth 401(k)
457
Roth 457
403(b)
Roth 403(b)
Pension Plan
SARSEP
SEP
SIMPLE
Other qualified pretax account
Other qualified Roth account
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Retirement Minimum Distribution Table