RIFT (Release IRA Funds Timely) Project

Collated by Johni Hays, JD

The RIFT project is a database of collected materials to assist charitable organizations to effectively file and timely receive IRA beneficiary distributions. Click on the institution you are looking for to access filing information, forms and key contacts.

Disclaimer: Neither the National Association of Charitable Gift Planners or the RIFT Project is responsible for errors in this information. The information is gathered from multiple sources and may change without notification. Should you see data that is incorrect or have knowledge of changes to the information posted, please share that information in the comment section.

Ameriprise 

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BNY Mellon/Pershing

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Charles Schwab 

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Edward Jones

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Fidelity

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LPL Financial, LLC

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Merrill Lynch

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Morgan Stanley

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Northern Trust

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Raymond James

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State Street State Street Global Advisors

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Stifel Financial Corp

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TD Ameritrade

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TIAA

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T. Rowe Price

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Truist

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US Bank

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Vanguard

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Wells Fargo

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