Get Magellan Withdrawal Form

Filling out the Magellan Withdrawal Form online is a straightforward process. This guide will walk you through each section of the form, ensuring that you provide all necessary information accurately and efficiently.

Follow the steps to complete the withdrawal process effectively.

1. Press the ‘Get Form’ button to access the form and open it in your preferred editor.
2. In Section 1, enter your investor details. Provide your investor number and full name as registered.
3. Proceed to Section 2 to detail your withdrawal information. Specify the number of units you wish to withdraw from the various Magellan funds listed. Ensure the total amount for each fund is expressed in Australian dollars and meets the minimum withdrawal requirement of $5,000.
4. In Section 3, select your preferred payment instructions. You may choose either direct credit to your previously nominated Australian bank account or request a cheque. Note that direct credit can only be elected for accounts already on record.
5. Move to Section 4 and provide the required signatures. If you are signing on behalf of someone else under power of attorney, you must ensure you have a certified copy of the Power of Attorney and include the necessary documentation.
6. After completing all sections, review your form for accuracy. Once confirmed, save your changes, and choose to download, print, or share the form as necessary.

Complete your Magellan Withdrawal Form online to initiate your withdrawal process smoothly.