Get Kpmg Member Withdrawal Manulife Form
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How to fill out the Kpmg Member Withdrawal Manulife Form online
Completing the Kpmg Member Withdrawal Manulife Form online is a straightforward process that allows users to manage their funds effectively. This guide will walk you through each section of the form, ensuring that you understand the requirements and can complete it accurately.
Follow the steps to successfully complete the form online.
- Click ‘Get Form’ button to obtain the Kpmg Member Withdrawal Manulife Form and open it in your preferred document editor.
- Enter your personal information in the designated fields, ensuring you accurately fill in your last name, first name, member number, and customer number. Provide your mailing address, city, province, country, and postal code. The telephone number and email address fields are optional.
- Indicate your withdrawal type by selecting one of the available options: transfer to an individual or group plan with Manulife Financial, transfer to another financial institution, or cash withdrawal.
- If applicable, specify the total withdrawal amount. You may choose a full withdrawal of all funds or a partial withdrawal that must equal the total amount shown in the corresponding fields.
- For partial withdrawals, list the investment codes and the amounts to be withdrawn from each investment. Ensure that each investment code and corresponding amount are entered accurately.
- Complete the transfer information section if you are transferring funds. Specify the type of plan the funds are being transferred to and provide the relevant policy numbers. Include the name and mailing address of the new financial institution.
- If you are withdrawing funds in cash, select your payment method: direct deposit or cheque. If you choose direct deposit, ensure to provide your bank details including the bank name, transit number, institution number, and account number.
- Sign the form where indicated, confirming that you understand your selection from the withdrawal options. Include the date of signing. If required, obtain the signature of the irrevocable beneficiary and the plan administrator.
- Ensure that you retain a copy of the completed form for your records. Follow the mailing instructions provided at the end of the form for submitting it.
Complete your Kpmg Member Withdrawal Manulife Form online today to manage your funds efficiently.
Yes, you can change your fund allocation within Manulife, but this usually requires you to complete the Kpmg Member Withdrawal Manulife Form. When altering allocations, be sure to understand how it affects your overall investment strategy and future contributions. Always review your options carefully. For detailed instructions and support, uslegalforms is a valuable resource to help you navigate the paperwork.
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