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#1317220 - 01/04/10 09:06 PM IRA Annual Federal Withholding Election Form????
Georgia Plum
Unregistered

Our core processor produces letters titled "Annual Federal Withholding Election Form" which basically say, do you want to change your current withholding and if so, please complete and return to us.

Is it a regulatory requirement (and if so where) that letters be sent out to IRA account holders?? I've never seen letters like these go out from any of my former FIs.

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#1317355 - 01/04/10 10:15 PM Re: IRA Annual Federal Withholding Election Form????
Elwood P. Dowd Offline
10K Club
Elwood P. Dowd
Joined: Aug 2001
Posts: 21,939
Next to Harvey
It's a longstanding requirement and the timing is discussed in this prior thread.
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