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How to Distribute Your Holdings

Any distribution of your retirement account to your personally may result in a taxable event. Please consult with a tax advisor prior to distributing your retirement account to yourself personally.

Here’s how the process works, step by step: 

  1. Complete and submit the distribution form. 
    1. Access the NDTCO Client Portal and navigate to the ‘Distributions’ section via the left navigation. 
    2. Select ‘Start Your Distribution.’ 
  2. The Account Holder may need to coordinate with their issuers regarding the re-titling of their shares to personal ownership. The Account Holder will be fully responsible for any tax consequences resulting from this distribution. 
  3. Once the distribution has been completed to the best of NDTCO’s knowledge, confirmation will be provided via the Client Portal. 
How will I know if more information is needed from me to complete my distribution? 

If we need anything else from you, NDTCO will contact you through NDTCO Client Portal messages and you’ll receive an email alert letting you know a new message is available.  

Are there fees for distributing my holdings? 
  • Any past due administration or late fees are still owed and must be paid before the distibution can be completed.