Get Ioof Flexi Trust Investment Withdrawal Form

This guide provides clear instructions on how to complete the IOOF Flexi Trust Investment Withdrawal Form online. By following these steps, you will ensure that your withdrawal request is processed promptly and efficiently.

Follow the steps to complete your withdrawal form accurately.

1. Press the ‘Get Form’ button to access the IOOF Flexi Trust Investment Withdrawal Form and open it using your preferred editing tool.
2. In the first section, titled 'Investor(s) Details', enter your investor number, surname, and given names. Fill in your address, state, phone numbers, and postcode. Ensure that all information is accurate to avoid processing delays.
3. Proceed to 'Account Details'. Input your account number and the amount you wish to withdraw, ensuring the minimum withdrawal amount is $500. You may also indicate specific options related to the withdrawal if applicable.
4. Next, complete the 'Payment Details' section. Choose whether the payment will be made by cheque or deposited directly into your bank account. If opting for bank deposit, provide your bank and branch number, account number, and account name.
5. In the 'Signature(s)' section, all investment owners must sign the form. If necessary, include additional identification documents, such as a driver's license or passport, especially if your signature has changed. For corporate investors, indicate your title next to your signature.
6. Once all sections are completed, review the form to ensure all information is correctly filled out. Save your changes, and then you can choose to download, print, or share the completed form.

Complete your IOOF Flexi Trust Investment Withdrawal Form online today to ensure a smooth withdrawal process.