MEA Financial Services

Search:  
 
  Home Page     Site Map
News

Welcome to a New School Year!

Take Advantage of the Benefits Offered by Citizens Insurance Company of America
 
Sign Up for News Email Updates
Send Me Information!
Contact Us!
Report a Claim
Our Location & Directions
Customer Service Phone Numbers
Find My Agent/Representative
Events
Career Opportunities
Didn't Find What You're Looking For
Help
New Employee
 
Request A "Required Minimum Distribution" (RMD) Calculation
You must be a current client of MEA Financial Services, Inc./Paradigm Equities, Inc. to obtain a RMD (Required Minimum Distribution) calculation.

Please provide the following information and submit it. Our service staff will run the calculation on your current account balance(s) and respond ASAP via regular mail or email.

 Request For Required Minimum Distribution Calculation
Email Address *
Client's Full Name *
Address (Street or P.O. Box) *
City *
State*
Zip Code *
Daytime Phone & Area Code *
Is this a * Home Phone Cell Phone Business Phone
Account Owner's Date of Birth *
How would you like information sent? * E-Mail regular mail
 Please indicate the method(s) of calculation you desire.
Select one or both*  Single   Joint  Both
If joint life, provide individual's name.
If joint life, provide relationship to owner.
If joint life, provide individual's date of birth
 Check all company(ies) , list all account #'s, & type of account that you desire calculations for. (i.e. MetLife: ML123456, TDA)
Company(ies) *  MetLife   Prudential   SunAmerica
MetLife account #(s) & type of account (i.e. TDA, IRA)
Prudential account # (s) & type of account (i.e. TDA, IRA)
Sun account # (s) & type of account (i.e. TDA, IRA)
 If TDA, acct(s) have a 12-31-86 balance, list account # & balance for each.
MetLife 12-31--86 Balance (if applicable)
Prudential 12-31--86 Balance (if applicable)
SunAmerica 12-31--86 Balance (if applicable)
 Please provide further instruction or explanation in the text area provided below.
  * Required
If you have difficulty with this form, have additional questions, or do not see your company listed
as an option for a calculation, please contact our office at:
1-800-292-1950.
Request the Investment Division.
 
PRIVACY POLICY DISCLOSURES SECURITY BUSINESS CONTINUITY PLAN FINRA MEA MESSA
 
 

Copyright © 2006-2012 All Rights Reserved