# Required Minimum Distribution (RMD) Reminder — Financial Services AI agent | Mihu AI

Financial Services · Advisory

# Required Minimum Distribution (RMD) Reminder

Remind eligible clients of their required minimum distribution deadline.

Set up this outcome

## Apps this needs

Custodian / Account System Brokerage/custodian platform holding client assets — balances, account type, RMD data. Connect during setup

Inbound Email Let the agent read and answer email enquiries. Connect during setup

## How it works

Identifies clients with an RMD requirement for the current year based on account type and age, via the custodian system.

Sends a reminder well ahead of the deadline explaining the requirement in plain language, without calculating or recommending a specific distribution amount.

Coordinates the distribution with the adviser/custodian once the client confirms.

Confirms completion before the deadline , and flags any client who hasn't acted as the deadline approaches.

## Data sources

Custodian account type/age data RMD deadline rules

## What it targets

Eligible clients reminded ahead of deadline Target 100%

RMDs completed before the deadline Target 98%