Get Invest Funds Withdrawal Form (pdf 134kb) - State Trustees

Filling out the InveST Funds Withdrawal Form correctly is vital to ensure that your withdrawal request is processed efficiently. This guide provides you with clear, step-by-step instructions to help you complete the form with confidence.

Follow the steps to successfully complete your funds withdrawal form.

1. Click the ‘Get Form’ button to access the InveST Funds Withdrawal Form. This will allow you to open the form in your preferred editing tool.
2. Start by filling in your investor details, including your unitholder number, name, address, state, and contact phone number. Make sure to use black or blue ink and BLOCK letters for clarity.
3. Move to the fund withdrawal section. Here, indicate the amount you wish to withdraw for each fund by specifying the name of the fund, its APIR code, and the dollar amount. If you wish to withdraw the full amount, write 'ALL'.
4. Ensure the total amount for each fund meets the minimum withdrawal requirement of $1,000. Remember that if the remaining balance falls below this amount after your withdrawal, it will be treated as a full withdrawal from that fund.
5. In the payment instructions segment, provide the necessary details for the electronic funds transfer (EFT). This includes the financial institution name, branch, BSB number, account number, and account name. Note that withdrawal proceeds cannot be sent to third-party accounts.
6. Optionally, complete the reason for leaving the fund section. This feedback will assist State Trustees in enhancing their service. You can choose one or more reasons listed or specify another reason.
7. In the investor’s signature section, both investors (if applicable) should sign and date the form. Include your name and capacity, specifying your role, such as investor or power of attorney.
8. Review the completed form for accuracy. Ensure all required fields are filled out correctly before finalizing your submission.
9. Save your changes, then download or print the form for your records. You can also share it as needed.

Complete your InveST Funds Withdrawal Form online today for a smooth and efficient processing experience.