Sample IRA “Charitable Rollover” Distribution Request Letter

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					Sample IRA “Charitable Rollover” Distribution Request Letter

[Date]

[Financial Institution Name]
[Address]
[City, State, Zip]

Re: Request for Charitable Distribution from [Your Name] Individual Retirement
Account

To Whom It May Concern:

Please make a direct charitable distribution of $_________________ from my Individual
Retirement Account # [Account Number] to Winter Park Library Association, Inc. The
Winter Park Library Association is a public charity qualified to receive this distribution
under the recently extended IRA Charitable Rollover provisions. The tax ID number for
Winter Park Library Association, Inc. is 59-0794396.

The check should be mailed to:
Winter Park Library Association
460 E New England Ave
Winter Park, FL 32789
Attn: Phyllis Corkum - IRA Gift Processing

In your transmittal to Winter Park Library Association, please give my name and address
as the donor of record for the transfer, and please send me a copy of the correspondence
with Winter Park Library Association. Enclosed please find a copy of the Internal
Revenue Service’s tax determination letter for the Winter Park Library Association as a
public charity, for your reference.

It is my intention to have this transfer qualify for exclusion during the 201__ tax year.
Therefore, it is imperative this distribution be postmarked no later than December 31,
201__.

Feel free to contact Phyllis Corkum of the Winter Park Public Library at (407) 623-3277
if you need any additional information from the Winter Park Library Association. If you
have any questions or need to contact me, I can be reached at [telephone number].

Sincerely,



[Your Name]
[Your Address]
[City, State Zip]

Enclosure: IRS Tax Determination Letter for Winter Park Library Association, Inc.

				
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posted:8/8/2011
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