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() EV E R L ON G S E C U RI TI ES C O. LT D. (EXCHANGE PART CIP ANT OF THE STOCK EXCHANGE OF HONG KO NG LIMITED)) (FUND WITHDRAWAL SLIP (PAYABLE TO THIRD PARTY, CASH Check OR POSTDATED Check) DATE

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How to fill out fund withdrawal slip form

How to fill out a fund withdrawal slip form:

01

Start by carefully reading the instructions provided on the form. It is essential to understand the requirements and any specific details mentioned.

02

Fill in your personal information accurately. This typically includes your full name, account number, and contact details. Ensure that all information is spelled correctly and matches the records held by the financial institution.

03

Indicate the date of the withdrawal. This is important for record-keeping purposes and to ensure the transaction is accurately documented.

04

Specify the amount you wish to withdraw from your account. Double-check the amount to avoid any errors or discrepancies.

05

Provide details on where you would like the funds to be transferred or disbursed. This can include options such as a bank account, a check, or cash withdrawal.

06

If you are withdrawing from a specific investment or fund, indicate the name or account number associated with that investment. This helps the financial institution to correctly process the withdrawal.

07

Review the form carefully before submitting it. Check for any omissions, errors, or missing information. Correct any mistakes or provide additional information as necessary.

08

Sign and date the form to verify that the information provided is accurate and that you authorize the withdrawal. In some cases, additional signatures may be required, such as if the account is jointly held.

Who needs a fund withdrawal slip form:

01

Individuals who wish to withdraw funds from their bank accounts, investment accounts, or other financial products may need the fund withdrawal slip form.

02

These forms are often required by financial institutions to ensure proper documentation and authorization for the withdrawal.

03

The need for a fund withdrawal slip form may arise in various situations, such as withdrawing cash from a bank branch, transferring funds to another account, or liquidating an investment.

04

Individuals who have a joint account may still require a fund withdrawal slip form to ensure that both account holders authorize the withdrawal.

05

Some financial institutions may also require additional identification or documentation to accompany the withdrawal slip form, depending on the amount being withdrawn or the nature of the account.

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What is fund withdrawal slip form?

The fund withdrawal slip form is a document used to request the withdrawal of funds from a financial account.

Who is required to file fund withdrawal slip form?

Any account holder who wishes to withdraw funds from their account is required to file a fund withdrawal slip form.

How to fill out fund withdrawal slip form?

To fill out a fund withdrawal slip form, the account holder must provide their personal information, account details, the amount they wish to withdraw, and their signature.

What is the purpose of fund withdrawal slip form?

The purpose of the fund withdrawal slip form is to authorize the withdrawal of funds from a financial account in a secure and organized manner.

What information must be reported on fund withdrawal slip form?

The fund withdrawal slip form must include the account holder's name, account number, withdrawal amount, date of withdrawal, and signature.

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