Get Model Portfolio: Withdrawal Form: Classic Investment Plan - Stanlib

This guide provides a clear and supportive framework for users looking to complete the Model Portfolio: Withdrawal Form for the Classic Investment Plan with Stanlib. By following the outlined steps, users can ensure accurate submission of their withdrawal requests.

Follow the steps to successfully complete your withdrawal form.

1. Press the ‘Get Form’ button to obtain the withdrawal form and open it online in your preferred editor.
2. Begin by filling in your client details in the designated fields, including your entity or investment account number, full name, identity or passport number, and your cell phone number.
3. Next, move to the withdrawal details section. Choose between a part withdrawal or full withdrawal. Indicate if you wish to continue with your debit order by selecting either 'Yes' or 'No'.
4. Specify the amount you wish to withdraw by selecting either a percentage or a rand amount. Indicate the portfolio name and range accordingly.
5. Provide your banking details for payment. Enter your bank name, branch, branch code, account number, account type, and account holder's ID number and name. Ensure the account is in the name of the client as payments to third-party accounts are not permitted.
6. Read the terms and conditions carefully. Acknowledge the requirements for documenting your withdrawal and make sure to check the handling of any distributions received after the withdrawal.
7. Finally, confirm that all information provided is accurate and true. Sign and date the document. If applicable, your financial adviser should also sign the form.
8. After completing all sections, you can save the changes, download, print, or share the completed form as necessary.

Complete your withdrawal form online today to manage your investments effectively.