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IRA
What types of distributions are supported?
What types of distributions are supported?

You can submit either an ACH or Wire Distribution back to your bank account via the Webull App or on Webull.com.  The distribution types that we can support are: Early Distribution, Disability, Removal of Excess Contribution BEFORE Tax Deadline, Removal of Excess Contribution AFTER Tax Deadline, Qualified/Normal Distribution. 

If you would like to have a check sent to you, your distribution sent to your Individual Brokerage account, specify a prior year or current year’s overcontribution removal, or need to calculate an over-contribution’ Net Income Attributable, you will need to fill out an IRA Distribution Form, specific to your IRA type. 

IRA Distribution Form

ROTH IRA Distribution Form


Please review the attached document for instructions on how to complete the distribution form for a Return of Excess. When completed, please send to us at IRA@Webull.com

EXAMPLE- ROTH DISTRIBUTION FORM PRIOR YEAR ROE

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