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Instructions

Follow the instructions to request a required minimum distribution.

In July 2024, the Internal Revenue Service and the Treasury Department issued final and proposed regulations to address changes set forth in the Setting Every Community Up for Retirement Enhancement Act of 2019 (“Secure Act”) and the Secure 2.0 Act of 2022 (“Secure 2.0”) as it relates to required minimum distributions (“RMDs”). We suggest that you review these changes with a tax professional before completing this form.

1. Complete form
   Complete the Required Minimum Distribution form.
2. Submit form
   Return the completed forms with any required documentation via U.S. mail, overnight mail or fax to our service center.
   
   Postal mail
   F&G Service Center
   P.O. Box 81497
   Lincoln, NE 68501-1497
   
   Overnight mail
   F&G Service Center
   777 Research Drive
   Lincoln, NE 68521
   
   Fax
   402.328.2266
   Allow 3 business days for faxed documents to enter our processing system.
3. Allow 7 days to process
   F&G will process the request within 7 business days of receipt of all required information.
4. Confirm
   A confirmation of this change will be mailed to the owner's address on record upon completion along with a countersigned copy of the service request form.