Performing an IRA Distribution
Revision as of 19:35, 27 September 2011 by Smiller (talk | contribs) (→Performing an IRA Distribution)
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:
- 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: