Withdrawals, Distributions and RMDs (New & Existing Clients) "*" indicates required fields Client Name* Advisor* Casey Short Tony Rizzo Jay Beerley David McEntire Dan Thomas What is the purpose of this withdrawal? (if known) What is the withdrawal frequency?* One Time Reoccurring Dividend Strategy What is the withdrawal type?* Pretax After tax RMD RMD DetailsNet Amount Needed (Amount after Taxes are Withheld)*Amount of tax to withhold, if applicable?* None 10% 15% 20% Other State Tax (if applicable) When does client need the funds?* As Soon As Possible. In the Next Two Weeks. On a Preferred Date. Preferred date to receive funds MM slash DD slash YYYY What is the withdrawal frequency?* Monthly Quarterly Annually When is the start date?* MM slash DD slash YYYY When is the end date? (if applicable) MM slash DD slash YYYY Do you know which account(s) you want to pull from?* No, please have someone research this Yes, I will clarify. How many accounts will you be withdrawing from?* One Two Three Account One - Last 4 digits of account number* Account One - What type of account will you be withdrawing from?* Joint Individual Non-Qualified Trust IRA Beneficiary IRA Roth SEP Account One - How many sleeves are you withdrawing from?* One Two Three Account One, Sleeve A - Which Portfolio/Ticker would you like the funds to come from?* Account One, Sleeve A - What is the estimated amount being withdrawn?* Account One, Sleeve A - How would client like to take the withdrawal?* Direct deposit via ACH Send client a check. Journal to another account. Account One, Sleeve A - Last 4 digits of account number* Account One, Sleeve A - Additional CommentsAccount One, Sleeve B - Which Portfolio/Ticker would you like the funds to come from?* Account One, Sleeve B - What is the estimated amount being withdrawn?* Account One, Sleeve B - How would client like to take the withdrawal?* Direct deposit via ACH Send client a check. Journal to another account. Account One, Sleeve B - Last 4 digits of account number* Account One, Sleeve B - Additional CommentsAccount One, Sleeve C - Which Portfolio/Ticker would you like the funds to come from?* Account One, Sleeve C - What is the estimated amount being withdrawn?* Account One, Sleeve C - How would client like to take the withdrawal?* Direct deposit via ACH Send client a check. Journal to another account. Account One, Sleeve C - Last 4 digits of account number* Account One, Sleeve C - Additional CommentsAccount Two - Last 4 digits of account number* Account Two - What type of account will you be withdrawing from?* Joint Individual Non-Qualified Trust IRA Beneficiary IRA Roth SEP Account Two - How many sleeves are you withdrawing from?* One Two Three Account Two, Sleeve A - Which Portfolio/Ticker would you like the funds to come from?* Account Two, Sleeve A - What is the estimated amount being withdrawn?* Account Two, Sleeve A - How would client like to take the withdrawal?* Direct deposit via ACH Send client a check. Journal to another account. Account Two, Sleeve A - Last 4 digits of account number* Account Two, Sleeve A - Additional CommentsAccount Two, Sleeve B - Which Portfolio/Ticker would you like the funds to come from?* Account Two, Sleeve B - What is the estimated amount being withdrawn?* Account Two, Sleeve B - How would client like to take the withdrawal?* Direct deposit via ACH Send client a check. Journal to another account. Account Two, Sleeve B - Last 4 digits of account number* Account Two, Sleeve B - Additional CommentsAccount Two, Sleeve C - Which Portfolio/Ticker would you like the funds to come from?* Account Two, Sleeve C - What is the estimated amount being withdrawn?* Account Two, Sleeve C - How would client like to take the withdrawal?* Direct deposit via ACH Send client a check. Journal to another account. Account Two, Sleeve C - Last 4 digits of account number* Account Two, Sleeve C - Additional CommentsAccount Three - Last 4 digits of account number* Account Three - What type of account will you be withdrawing from?* Joint Individual Non-Qualified Trust IRA Beneficiary IRA Roth SEP Account Three - How many sleeves are you withdrawing from?* One Two Three Account Three, Sleeve A-Which Portfolio/Ticker would you like the funds to come from?* Account Three, Sleeve A - What is the estimated amount being withdrawn?* Account Three, Sleeve A - How would client like to take the withdrawal?* Direct deposit via ACH Send client a check. Journal to another account. Account Three, Sleeve A - Last 4 digits of account number* Account Three, Sleeve A - Additional CommentsAccount Three, Sleeve B-Which Portfolio/Ticker would you like the funds to come from?* Account Three, Sleeve B- What is the estimated amount being withdrawn?* Account Three, Sleeve B - How would client like to take the withdrawal?* Direct deposit via ACH Send client a check. Journal to another account. Account Three, Sleeve B - Last 4 digits of account number* Account Three, Sleeve B - Additional CommentsAccount Three, Sleeve C-Which Portfolio/Ticker would you like the funds to come from?* Account Three, Sleeve C - What is the estimated amount being withdrawn?* Account Three, Sleeve C - How would client like to take the withdrawal?* Direct deposit via ACH Send client a check. Journal to another account. Account Three, Sleeve C - Last 4 digits of account number* Account Three, Sleeve C - Additional Comments Δ « Back to Workflow Seeds
