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Distributions

Please supply proof of distributions you received from your 401(k), IRA, annuity, profit-sharing, pension, disability plan, trust, or other retirement plan, by providing:

  • Statements
  • 1099-Rs
  • Award letters

Avoid delays in processing your application

For all documents:

  • Make sure the copies you send are legible.
  • Do not include documents that have been altered with correction fluid or by other means.
  • Submit the entire requested document and include all pages (even blank ones).