Overview:
RMD and life expectancy plans on NFS that have periodic plans implemented are utilized with NFS calculating the amount of payout per year.
Procedure:
**whether your creating a periodic plan or deleting them, they are done through a service request on NFS and their back office will handle the processing. Furthermore, the process starts with our books and records (laserfiche) then after approval submit to NFS. Deleting a periodic doesn't require a spire attestation but setting up one will.
Please submit this as a service ticket here
<Periodic Withdrawal Plan Adjustment>
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