Make a Withdrawal Please fill out the form to make a withdrawal. We look forward to helping you with your request. The information you provide will be encrypted for security. "*" indicates required fields Your Name* First Last Email* Your Advisor Casey Short Tony Rizzo Jay Beerley David McEntire Dan Thomas Net Amount Needed (Amount after Taxes are Withheld)*Amount of tax you would like withheld, if applicable?* None 10% 15% 20% When do you need the funds?* Begin processing my withdrawal now. Select a target date. Preferred date to receive funds MM slash DD slash YYYY Withdrawal ExpectationIf using direct deposit, your funds should arrive to you in 4-7 business days. A mailed check will take a few more days for delivery.What is the withdrawal frequency?* One Time Monthly Quarterly Annually Do you know the account you would like to withdraw from?* No, please help me with this. Yes Last 4 digits of account number*How would you like to receive your withdrawal?* Direct deposit. Send a check to me. Transfer to another account. Last 4 digits of account number*Additional Comments Δ
