Know which required distribution leads deserve discovery meeting time
Every required distribution enquiry captures the account type, when the next RMD is due, and whether the person filling out the form is the account owner or an authorized representative, plus a recent account statement, before it reaches your CRM.
Preview your required distribution planning intake
Explore 6 questions from the Required Distribution Planning template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified required distribution planning lead should tell you
Planning support for individuals who must take required minimum distributions from a retirement account, focused on the account type, timing of the next distribution, and who has authority over the account.
- Have Retirement Account Subject
- Retirement Account Involved
- Next Required Distribution Due
- Already Taken Any Distribution
- Account Owner Or Authorized
- Goals Most Relevant Distribution
The questions your team needs answered
Every required distribution planning intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently have a retirement account subject to required minimum distributions? | A yes confirms the prospect actually has an RMD-eligible account, filtering out inquiries that aren't tied to a real distribution deadline. |
| What type of retirement account is involved? | Account type determines which distribution rules apply, since inherited IRAs follow a different schedule than an owner's own IRA or employer plan. |
| When is your next required distribution due? | How soon the next distribution is due drives the score and tells the advisor whether this is a this-year deadline or a longer-horizon planning conversation. |
| Have you already taken any distribution from this account this year? | Knowing whether a distribution has already been taken this year helps the advisor confirm remaining exposure to the current deadline. |
| Are you the account owner or an authorized representative for this account? | Confirming ownership or authorized-representative status tells the advisor whether they can discuss account specifics directly or need authorization confirmed first. |
| Which goals are most relevant to your distribution planning? | The stated goals, such as tax minimization, penalty avoidance, or estate considerations, let the advisor tailor the discovery meeting agenda in advance. |
How Cliont scores required distribution planning leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Have Retirement Account Subject: yes
- This year
- Next year
- Beyond next year
- Not sure
- Account Owner Or Authorized: yes
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Required Distribution Planning Lead
From first click to qualified lead
Follow prospects and clients through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the project
Smart questions adapt to their project and capture the full scope.
They share the details
The scope and any documents come attached, so you can scope before the first call.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for required distribution planning workflows
| Cliont capability | Required Distribution Planning application |
|---|---|
| Weighted scoring | Scores rise for confirmed RMD-eligible accounts, distributions due this year, and confirmed account-owner or authorized-representative status, so tax-deadline cases rank above general inquiries. |
| Single-choice branching | The account type question separates Traditional IRA, 401(k)/403(b), and Inherited IRA answers, letting the advisor see which distribution rules apply before the meeting. |
| Goal tagging | Multi-select goals like minimizing taxes, avoiding penalties, and estate considerations get passed to the CRM as tags the advisor can use to prep the discovery meeting agenda. |
| Document collection | The intake requests a recent account statement and prior distribution confirmation so the advisor has the balance and deadline exposure in hand before the call. |
Example required distribution planning lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
RMD due this year, owner confirmed
A traditional IRA holder whose next distribution falls this year and who confirms they are the account owner scores highest and is worth booking quickly.
Inherited IRA with unclear timing
Inherited accounts follow different distribution rules, so the intake flags the account type separately from a standard owner IRA even when the client isn't sure when the next distribution is due.
Adult child asking on parent's behalf
When the person completing the form isn't the account owner or an authorized representative, the intake still captures the details but signals that authorization needs confirming before the meeting.
Multi-account tax coordination
A client who selects minimizing taxes and coordinating multiple accounts as goals signals a more complex case that benefits from advance prep before the discovery meeting.
Distribution years away, early research
Someone with an RMD-eligible account whose next distribution is beyond next year and hasn't taken any distribution yet is a lower-urgency lead worth nurturing rather than rushing to a meeting.
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More retirement planning intake templates
Required Distribution Planning lead-intake FAQs
How does the intake distinguish inherited IRAs from a client's own retirement account?
The account type question separates Inherited IRA from Traditional IRA and 401(k)/403(b), since inherited accounts follow different distribution rules and that distinction is recorded before the advisor ever sees the lead.
What happens if the person filling out the form isn't the account owner?
The intake asks whether the respondent is the account owner or an authorized representative, so the advisor knows upfront whether they can discuss account details directly or need authorization confirmed first.
Does the intake check whether a distribution has already been taken this year?
Yes, the intake asks whether any distribution has already been taken this year, which tells the advisor how much of the current-year deadline exposure remains.
How much does the timing of the next required distribution affect the lead's score?
Distributions due this year carry the most weight, followed by next year and beyond, so leads facing a near-term deadline surface ahead of those with more planning runway.
What documents does the client upload before the discovery meeting?
Clients are asked for a recent account statement showing the year-end balance and, where relevant, confirmation of any distribution already taken this year.
Is this the same intake used for Social Security Planning or Retirement Income Planning?
No, each retirement planning subservice, including Social Security Planning and Retirement Income Planning, has its own qualification questions tailored to that specific decision.
Turn required distribution planning visitors into qualified clients
Give every required distribution planning visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.