Performing an IRA Distribution

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Performing an IRA Distribution

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

Go to Financial Services
Select Investments
Select Transactions
Select Investment Payout. You will see this screen:

File:Investment Payout 1.jpg

In the Inv # field, type the number of the investment that you are doing the payout for, and either click Find or press enter. The screen will populate with the investment's information

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