Get Request For Distribution Form - Wispact - Wispact

Filling out the Request For Distribution Form for WisPACT can seem daunting, but with this guide, you will find each step clearly laid out. This form is essential for requesting distributions from your WisPACT trust account and ensuring that the process goes smoothly.

Follow the steps to complete the Request For Distribution Form online.

1. Use the ‘Get Form’ button to acquire the Request For Distribution Form and access it in your browser.
2. Fill in the ‘Date Rec’d’ field with the date you are submitting the form, and ensure to add your initials. This helps in tracking the request.
3. Indicate how the request is being made by checking the appropriate box under ‘Requested by’ (Beneficiary, Advisor/Agent, or Other).
4. Provide the necessary contact information, including the phone number of the beneficiary and the requestor, along with the trust account number.
5. Clearly outline the item(s) or service(s) you are requesting a distribution for. For each item, provide a description and the amount requested. Ensure that you attach a receipt or purchase order if necessary.
6. In the recommendation section, provide any relevant office use notes along with the tax code if applicable. This section is generally for internal use.
7. Detail the payees for the requested distribution, along with their amounts, addresses, and due dates. Be sure to include all necessary fields, ensuring accuracy in this information.
8. Once all fields are completed, review your entries for correctness, and save your changes. You may then choose to download, print, or share the form as needed.

Submit your filled Request For Distribution Form online to ensure a timely response.