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Report Request: Client Level Retirement Activity
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Verify and Submit
You have requested anClient Level Retirement Activity report.

Verify the selections you have made for your report. If you need to edit any portion of the report simply select the section from the Report Request Steps menu, make your changes and continue back to this page.

Reports are usually available within 2 hours. Requests submitted after 3pm CST will be available the next day.
New report requests display a "Pending" status until it is available for download. Reports may be downloaded multiple times over the next 14 days.

This report includes: This report will be named:
  • Client Ages: 70 1/2+
  • Contributions
  • Distributions
  • RMDRetirement_ClientReportl_03012014
 
 
 
 
 
 
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