Mr Tex

My required withdrawal in 2018 still has not happened. I spent a lot of time on the telephone with two different women getting the paper work uploaded. Yet no withdrawal has happened. I really want to know what I need to do to qualify for the "five minute" IRA withdrawal.


Hello @MR.Tex, I am sorry this is a cause of frustration. It should be an easy process to make that request. I would ask that you reach out to us via phone or Chat to inquire about what is causing such a delay. The phone number is as you may know 1-210-531-8722. Chat is available 24/7 and can be initiated on by selecting the "help" or "contact us" option. Thank you ~ Suzy