Get Mutual Fundsystematic Withdrawal Plan Request Form

Filling out the Mutual Fund Systematic Withdrawal Plan Request Form online can be straightforward with the right guidance. This guide will walk you through each section and field, ensuring that you understand what information is needed and how to submit your request accurately.

Follow the steps to complete the form effectively.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Indicate whether you are establishing a new withdrawal plan or changing an existing one by checking the appropriate box. If changing, make sure to attach a letter identifying the specific plan you want to modify.
3. Complete the 'Customer Information' section with your primary account holder name, entity/business/trust name, social security number or taxpayer ID number, and date of birth. If applicable, provide joint account holder or trustee information.
4. In the 'Withdrawal Instructions' section, specify the dollar amount to be redeemed from each mutual fund and select the months in which the withdrawals should occur.
5. Choose the specific date of the month for withdrawals and select the frequency of withdrawals—monthly, quarterly, or semi-annual. Include an expiration date if applicable.
6. Select a contingent funding option for scenarios where there may not be enough funds in your selected mutual funds. Choose from the options provided.
7. In the 'Payment Instructions' section, select one of the settlement options listed, such as sending a check or crediting to a bank account. Fill in the required bank details if opting for electronic transfers.
8. Sign and date the form at the 'Signature' section. Make sure to also include the signature of a joint owner if applicable.
9. Review the completed form for accuracy. Once verified, you can save changes, download, print, or share the form as needed to complete your submission.

Begin filling out your Mutual Fund Systematic Withdrawal Plan Request Form online today!