Please complete our Distribution and Notice of Withholding Form.
If you are completing an in-kind distribution (taking an asset out of your account), please complete the Distribution and Notice of Withholding Form as soon as possible. This process can take quite some time. You will also need supporting documentation, depending on the asset class. For any real estate, private debt, or private equity in-kind distributions, please also complete our Original Document Release Form.
If you need to sell Precious Metals to complete a cash distribution, please contact your source or dealer and determine a sales price with them. You can then complete our Sell Direction Letter and have your source send a purchase order to NDTCO.
Types of Supporting Documentation
- Real Estate: an unsigned Quit Claim Deed assigning ownership over to your name instead of your IRAs. If you are taking a partial percentage of the property, then reach out to NDTCO to determine the proper titling for the deed. We also need an appraisal of the property from within the last three years.
- Private Equity: an updated Subscription Agreement from the company showing the updated investor as yourself instead of your IRA.
- Precious Metals: no supporting documentation is required, but NDTCO will send you a shipping quote for approval before instructing your depository to send the metals to your address on file.
- Private Debt: a copy of the new note (with the borrower’s signature) showing your name as the new lender instead of the IRA’s naming convention.