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Get equity trust distribution forms 2019-2024

N five years since inception with the original owner. M Nonqualified – Roth IRA has been funded/converted for LESS than five years since inception with the original owner. *TDA266* Page 1 of 4 TDA 266 F 06/19 TD Ameritrade Account #:______________________ M  DIRECT ROLLOVER MUST be to a qualified employer plan – If you would like to move your IRA to a non-TD Ameritrade IRA, please initiate a transfer with the receiving firm. Please attach statement from receiving account. Qualifi.

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