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Correctness FAQ
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A systematic withdrawal schedule is a method of withdrawing funds from an annuity account that specifies the amount and frequency of the payments to be made to the annuitant.
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Standard Work Procedures (SWP) are written instructions for tasks which outline the preferred and safest method of undertaking a task while also achieving efficiency, quality output and uniformity of performance.
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Here's how it works: The investor selects a mutual fund and opens an account with the fund house. The investor chooses to invest a lump sum or make periodic investments in the mutual fund. The investor selects the SWP option and specifies the amount and frequency of withdrawals.
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What is SWP and how to create one? Tap on Investments. Select the fund from the portfolio section and tap on it. Tap on ፧ and then on SWP. Enter the withdrawal amount. Select the frequency. Tap on Create SWP.
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