Sample Letter of Instruction from Donor to IRA Provider

[DATE]

[NAME OF IRA PROVIDER]

[ADDRESS]

[CITY, STATE, ZIP]

(Call your plan provider to determine the most efficient way to send this letter of instruction)

Re:     Request for 2014 Qualified Charitable Distribution from Individual Retirement Account

Dear Sir or Madam:

Please accept this letter as my instruction to make an EXPEDITED qualified charitable contribution from my Individual Retirement Account Number:

[insert account number]

as permitted by the Tax Increase Prevention Act of 2014 and Sec. 408(d)(8) of the Internal Revenue Code of 1986, as amended.

Please issue a check in the amount of $____________ payable to:

 

Veterans For Peace, Inc.
1404 N. Broadway
Saint Louis, MO 63102

Please also clearly state my name and address as the donor of record in your communication to this charity that accompanies your transmittal, and provide me with a copy of the same.

Again, my intention is to have this transfer completed in 2014 in order to qualify under the above referenced Act. To that end, please ensure that the distribution is postmarked no later than December 31, 2014.

Please contact me with any questions at [PHONE AND EMAIL ADDRESSES].

Thank you for your prompt attention to and assistance.

Sincerely yours,

[DONOR NAME]

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