Sample IRA Rollover Letter - Inspire Innovation - Carnegie Mellon University

Rollover an Existing IRA 

Sample Letter for IRA Company

Due to the federal extension, the following language can be used with your IRA Administrator to make a direct charitable distribution to Carnegie Mellon University from an Individual Retirement Account:

Dear IRA Manager,

By this letter, I request that you make a direct charitable distribution from my Individual Retirement Account # __________ as provided by the tax bill extender signed into law by President Obama on December 17, 2010.

Please send me the appropriate form to issue a check from the above IRA account in the amount of $__________, payable directly to Carnegie Mellon University, and send the check to the address below:

Christine Tebes
Carnegie Mellon University
6 PPG Place, 14th floor
Pittsburgh, PA 15222
Phone: 412-268-1637

Carnegie Mellon University's tax ID number is: 25-0969449.  These funds are to be used for ________________________.

In your transmittal letter to Carnegie Mellon University, please mention my name and address as the donor of record in connection with this transfer. Also, I would appreciate a copy of the letter. I intend to make this gift in the 2011 tax year; therefore it is imperative that this gift be postmarked by December 31, 2011.

If you have any questions I may be reached at: ___________________________.

Thank you for your assistance with this transfer.

Sincerely,

(IRA Donor Name)
(IRA Account #)

cc: Christine Tebes