I need a letter to send to participants with <$5,000 to get their distributions going. Does anyone have one that I could make use of?

This isn't a letter, but is a basic form that we modify for our clients for the less than $5,000 situations. The language can easily be modified to a letter. It may at least give you a jump start.

Now, let's see if I can figure out how to do an attachment here . . . Nope, I can't . . . So, how do we attach documents to our responses, anyone?

You can e-mail the attachment to me. I am at ferronj@yahoo.com. Thanks for your help!!

Just above the button for “submit reply” ( at the bottom the area you type your response) there is a “browse” button.
Click on the “browse” button. You folders will appear.
Select the folder that has the document.
Then click “Open”. The file will then be attached.
Click the “submit reply” button.


Good luck