Get Investment Only (non-custodial) Withdrawal Request Form - E*trade

Completing the Investment Only (non-custodial) Withdrawal Request Form is an essential step for users looking to manage their investment withdrawals efficiently. This guide provides a clear and structured approach to help you fill out the form accurately and effectively.

Follow the steps to successfully complete the withdrawal request form.

1. Press the ‘Get Form’ button to access the form and open it in your document editor.
2. Begin by filling in your E*TRADE Securities Account Number at the top of the form. This is essential for identifying your account.
3. In the general information section, provide the company name and plan name. Input the employer's address, including the city, state or province, and zip or postal code.
4. Enter the names and phone numbers of each plan trustee, including first names, middle initials, and last names. Make sure to list all trustees involved.
5. In the payment information section, select the type of payment you wish to receive. Options may include a one-time payment or the balance of the account.
6. If you choose to withdraw the balance of the account, indicate whether you want to close the account or leave it open for future deposits. Specify any securities you want to transfer in kind.
7. Choose your payment instructions, indicating whether you prefer a check, wire transfer, or a direct rollover to an E*TRADE IRA. Complete the necessary details based on your selection.
8. Ensure that all trustees sign the form. Each signature must be notarized. If there are more than three trustees, attach a notarized letter of instruction with additional signature lines.
9. Review the completed form for accuracy. Once all information is verified, save the changes to your document.
10. Finally, download the form, print it out, and mail it to the appropriate E*TRADE address provided at the top of the document. Consider using overnight mail if time-sensitive.

Take the next step in managing your investments by completing the withdrawal request form online today.