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Regular withdrawal request Please use BLOCK CAPITALS only and blue or black ink. Please tick/complete boxes as appropriate. All references to Old Mutual Wealth in this application mean Old Mutual

How to fill out regular withdrawal request

Regular withdrawal requests are typically needed by individuals who want to withdraw funds from a specific account on a routine basis. This could include individuals who have monthly expenses to cover, such as utility bills or mortgage payments. Here is a step-by-step guide on how to fill out a regular withdrawal request:

1. Gather necessary information: Before starting the form, make sure you have the required information readily available. This may include your account number, personal identification details, and the desired withdrawal amount.
2. Obtain the withdrawal request form: Contact your bank or financial institution to obtain the official regular withdrawal request form. This form may also be available for download on their website if they offer online banking services.
3. Fill out personal details: Begin by entering your personal information accurately. This may include your name, address, contact information, and any other details the form requires.
4. Specify account details: Next, provide the specific account details from which you wish to withdraw funds. This may involve entering your account number, account type, and any other relevant information requested.
5. Indicate withdrawal amount and frequency: State the desired withdrawal amount and specify the frequency at which you want to make withdrawals. For example, you may choose to withdraw $500 every month or $100 every week.
6. Signature and date: Sign and date the regular withdrawal request form to validate the transaction. Make sure to sign using your legal signature as you would for any official document.
7. Submit the form: Once you have completed the form, submit it as per the instructions provided. This may involve mailing the form to a specific address or submitting it in person at a branch office.
8. Retain a copy: It is advisable to keep a copy of the filled-out regular withdrawal request form for your records. This can serve as proof of the requested transaction and ensure you have all the necessary details on hand.

Remember, it's important to consult with your financial institution if you have any specific questions or require assistance while filling out the regular withdrawal request form.

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What is regular withdrawal request?

Regular withdrawal request is a formal request made by an individual or entity to withdraw funds from a specific account on a regular basis.

Who is required to file regular withdrawal request?

Any individual or entity who wishes to make regular withdrawals from a specific account is required to file a regular withdrawal request.

How to fill out regular withdrawal request?

To fill out a regular withdrawal request, one must provide specific information such as account details, withdrawal frequency, withdrawal amount, and authorization signature.

What is the purpose of regular withdrawal request?

The purpose of a regular withdrawal request is to establish a pre-authorized agreement for ongoing fund withdrawals from a specific account.

What information must be reported on regular withdrawal request?

Information such as account details, withdrawal frequency, withdrawal amount, and authorization signature must be reported on a regular withdrawal request.