> FICTITIOUS DOCUMENT — FORGE DEMO ONLY · SPECIMEN

# 2026 RMD Tracking Worksheet

**Prepared by:** Sam (paraplanner)
**As of:** 2026-09-08
**Purpose:** desk tracker for current-year required minimum distributions — check
custodian activity each month, flag anyone still short heading into Q4.

Figures pulled from the account roster; distributed-to-date is what's cleared at the
custodian as of the date above. "Remaining" is required minus distributed. Anything not
marked **Complete** gets a nudge to the advisor before the December cutoff.

| Client | Age | IRA acct | 2026 RMD required | Distributed YTD | Remaining | Status |
|---|---|---|---|---|---|---|
| Irwin Burnside | 86 | ••• 1692 | $57,779.93 | $57,779.93 | $0.00 | Complete |
| Adele Danforth | 74 | ••• 5233 | $9,810.08 | $7,357.56 | $2,452.52 | Partial |
| Victor Draper | 84 | ••• 8249 | $42,620.83 | $42,620.83 | $0.00 | Complete |
| Gerald Everly | 82 | ••• 1125 | $1,733.24 | $1,299.93 | $433.31 | Partial |
| Orville Garrow | 76 | ••• 1977 | $30,752.66 | $30,752.66 | $0.00 | Complete |
| Duncan Huxley | 85 | ••• 1036 | $90,641.62 | $67,981.21 | $22,660.41 | Partial |
| Ulric Jarrett | 81 | ••• 9676 | $15,691.70 | $15,691.70 | $0.00 | Complete |
| Howard Oakes | 80 | ••• 7745 | $47,507.82 | $47,507.82 | $0.00 | Complete |
| Janet Pickford | 77 | ••• 6256 | $110,251.27 | $55,125.64 | $55,125.63 | Partial |
| Miles Sedgewick | 77 | ••• 9006 | $9,755.50 | $7,316.62 | $2,438.88 | Partial |
| Joel Selwick | 73 | ••• 8177 | $7,930.23 | $7,930.23 | $0.00 | Complete |
| Martin Ulverston | 84 | ••• 8698 | $47,790.71 | $47,790.71 | $0.00 | Complete |

## Follow-up notes

- **Huxley** — took the big chunk in March, said he'd do the balance after the fall
  property sale closes. Remind Marcus to confirm at the Oct review.
- **Pickford** — half taken in July; she wants the second half timed for December for
  tax reasons. Fine, just watch the calendar.
- **Sedgewick / Danforth / Everly** — small remainders, one more systematic
  distribution each should clear them. Everly's is tiny, almost rounding.
- Completes above are reconciled against the custodian August activity file.

*Re-check custodian activity first week of October and update the partials.*