Sample Letter to Plan Provider
For 2012 Gifts
[Name of Plan Provider
City, State Zip]
Re: Request for Direct Charitable Distribution from Individual Retirement Account
Dear Sir or Madam:
Please accept this letter as my request to make a direct charitable contribution from my Individual Retirement Account Number:
[insert account number]
as provided by the American Taxpayer Relief Act of 2012 and Sec. 408(d)(8) of the Internal Revenue Code of 1986, as amended.
Please issue a check in the amount of $____________ payable to University of Connecticut Law School Foundation, Inc. at the following address:
the University of Connecticut Law School Foundation, Inc.
45 Elizabeth Street
Hartford, CT 06105
In your transmittal to the charity, please state my name and address as the donor of record in connection with this transfer, and copy me on your transmittal. It is my intention to have this transfer qualify during the 2012 tax year. Therefore, it is imperative that this distribution be postmarked no later than January 31, 2013.
If you have any questions or concerns regarding this request, I can be reached at [PHONE AND EMAIL ADDRESSES].
Thank you for your prompt attention to and assistance with this matter.