Performing an IRA Distribution

From Documentation
Revision as of 18:49, 27 September 2011 by Smiller (talk | contribs) (Created page with "==Performing an IRA Distribution== Within the DDI Connect Investments module, it is easy to perform an IRA distribution. # Go to Financial Services # Select Investments # Sel...")
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to navigation Jump to search

Performing an IRA Distribution

Within the DDI Connect Investments module, it is easy to perform an IRA distribution.

  1. Go to Financial Services
  2. Select Investments
  3. Select Transactions
  4. Select Investment Payout. You will see this screen:
Retrieved from "https://wiki.ddi.org/ddiconnect/index.php?title=Performing_an_IRA_Distribution&oldid=54"