Removal of Contribution

Forms > Take a Distribution > Removal of Contribution

DISTRIBUTION FORM

Use this form to remove an excess contribution of funds made to your IRA.
Submit Online
Print and Mail

 


FREQUENTLY ASKED QUESTIONS

What documents must be submitted to remove an excess contribution of funds I have made to my IRA?

You will need to submit a completed and executed Distribution form, selecting the removal of excess contribution option, to Vantage.

Are there fees associated with this transaction?

It is $5 to issue a check or ACH or a $30 fee to wire funds.  A detailed overview of all account fees can be found in Fee Schedule.