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Print ROTH IRA WITHDRAWAL AUTHORIZATION Refer to pages 2 and 3 of this form for reporting and withholding notice information. PART 1. ROTH IRA OWNER PART 2. ROTH IRA TRUSTEE OR CUSTODIAN To be completed
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How to fill out withdrawal authorization - patelco:

01
Obtain the withdrawal authorization form from Patelco Credit Union. This form is typically available on their website or at their branches.
02
Fill out your personal information accurately. This includes your full name, address, phone number, and email address. Make sure to double-check for any errors.
03
Provide your account information. This includes your account number and any specific instructions regarding the withdrawal, such as the amount or frequency.
04
Sign the form. There may be a designated area for your signature, which confirms your consent for the withdrawal.
05
Review the form for completeness and accuracy. Make sure all required fields are filled in, and verify that the information provided is correct.
06
Submit the completed withdrawal authorization form to Patelco. You can either deliver it in person to a branch or send it via mail or email, depending on their preferred submission method.
07
Wait for confirmation. Patelco will process your withdrawal authorization and notify you of the outcome. They may contact you if they require any additional information.

Who needs withdrawal authorization - patelco:

01
Customers who wish to authorize withdrawals from their Patelco Credit Union account need withdrawal authorization.
02
This may be necessary for various reasons, such as setting up automatic bill payments, authorizing a third party to access funds, or initiating regular transfers to another account.
03
Withdrawal authorization provides the necessary documentation and consent for Patelco to perform these transactions on behalf of the account holder.
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Withdrawal authorization - Patelco is a form that allows Patelco Credit Union members to authorize withdrawals from their accounts.
Patelco Credit Union members are required to file withdrawal authorization.
To fill out withdrawal authorization - Patelco, members must provide their account information, amount to be withdrawn, and signature.
The purpose of withdrawal authorization - Patelco is to authorize withdrawals from members' accounts.
Withdrawal authorization - Patelco must include account details, amount to be withdrawn, and member's signature.
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