Retirement
POSTAllocate an executed IRA distribution to an RMD obligation without cross-year double counting
/retirement/rmd-allocations · Independently reviewed gross allocation from an actually executed traditional IRA distribution, bound to its ledger receipt and paid datePOSTPropose annual RMD age cohorts and uniform-lifetime divisors for independent review/retirement/rmd-policies · Fresh retirement writer then independent retirement approverGETList reviewed annual RMD policies/retirement/rmd-policiesPOSTPropose evidenced annual IRA/HSA limits and tax treatment for independent review/retirement/rules · Fresh dedicated accounts:retirement:write staff authorityGETList reviewed annual IRA/HSA cash servicing rules/retirement/rulesPOSTPropose reviewed annual issuer, recipient instructions and tax-delivery requirements/retirement/tax-policies · Fresh dedicated retirement writer, then independent retirement approverGETList reviewed annual retirement tax-document policies/retirement/tax-policiesPOSTPropose bank-evidenced IRA/HSA owner eligibility and contribution declarations/retirement/customers/{id}/eligibility · Fresh dedicated retirement writer and independent approvalGETList reviewed customer/year contribution eligibility and declared outside-custodian amounts/retirement/customers/{id}/eligibilityPOSTCalculate RMD across all bank traditional IRAs and reviewed outside requirements/retirement/customers/{id}/rmd-reviews · Every bank traditional IRA from the prior year must have a current approved year-end positionGETList owner RMD calculations and external custodian declarations/retirement/customers/{id}/rmd-reviewsPOSTIndependently approve or reject actual RMD fulfillment evidence/retirement/rmd-allocations/{allocation}/decisionsPOSTIndependently decide an evidenced annual RMD policy/retirement/rmd-policies/{policy}/decisionsPOSTIndependently approve or reject an annual retirement servicing rule/retirement/rules/{rule}/decisionsPOSTIndependently decide a retirement tax-document policy/retirement/tax-policies/{policy}/decisionsPOSTIndependently decide customer/year IRA/HSA eligibility/retirement/customers/{id}/eligibility/{eligibility}/decisionsPOSTIndependently decide an owner RMD calculation/retirement/customers/{id}/rmd-reviews/{review}/decisionsGETReconcile RMD requirements to actual paid allocations including lateness/retirement/customers/{id}/rmd-reviews/{review}/status