Get Yarra Capital Management Withdrawal Form

Completing the Yarra Capital Management Withdrawal Form online is a straightforward process. This guide will walk you through each section of the form to ensure your withdrawal is processed smoothly and accurately.

Follow the steps to complete your withdrawal form online.

1. Press the ‘Get Form’ button to acquire the withdrawal form and open it in the appropriate editor.
2. Fill in your investor details. This includes your client or account number, the name of the contact person, and their mailing address. Make sure to include all relevant phone numbers: home, mobile, and work contacts if applicable.
3. Select your withdrawal instructions by ticking the appropriate box for the Fund(s) you wish to withdraw from. Indicate either the dollar amount you wish to withdraw or the number of units you want to redeem. Be mindful that if your request leaves you with less than the minimum investment amount, it may be treated as a request for all your units.
4. Provide the details of the account to be credited. This should include the name of your financial institution, its address, your account name with that institution, the BSB (branch number), the account number, and, if applicable, the Swift Code.
5. Ensure that all investors sign the form in the designated section. Joint account holders must all sign unless there is sole signatory authority. If signing as a director, indicate your capacity appropriately.
6. Once all sections are completed, you can save changes, download, print, or share the form as needed. Ensure the form is submitted to the specified address for processing.

Begin your withdrawal process by filling out the Yarra Capital Management Withdrawal Form online today.