Sample IRA letter

Sample Request from Plan Owner to IRA Administrator for 2019 Charitable Distribution

[Donor Name]
[Donor Address]

______________, 2019

[Name of IRA Administrator]
[IRA Administrator Address]

RE:  Request for Charitable Distribution from IRA

Dear Sir or Madam:

Please accept this letter as my request to make a direct charitable distribution from my Individual Retirement Account # ______________________ as provided in The Protecting Americans from Tax Hikes Act of 2015 and Section 408(d)(8) of the Internal Revenue Code of 1986, as amended.

Please issue a check in the amount of $___________ payable to TampaBay-Job-Links and mail it to:

1211 N. West Shore Blvd.
Suite 300
Tampa, Florida 33607

TampaBay-Job-Links tax identification number is 27-4629468.

In your transmittal to TampaBay-Job-Links, please include my name and address as the donor of record in connection with this distribution. Please copy me on your transmittal.

It is my intention that this distribution qualify for exclusion from my taxable income during the 2019 tax year. Therefore, it is imperative that this distribution be delivered to TampaBay-Job-Links no later than December 31, 2019.

If you have any questions or need to contact me, I can be reached at ________________.

Thank you for your assistance in this matter.



1211 N. West Shore Boulevard Suite 300 Tampa, Florida 33607 Phone: 813.344.0200