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Virus Mutual Funds PO Box 9874 Providence RI 029408074Systematic Withdrawal/ Redemption Requestor assistance, please contact us at 8002431574 or visit our website at Virtus.com 1. Important Information
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How to fill out systematic withdrawal redemption request

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How to fill out systematic withdrawal redemption request

01
To fill out a systematic withdrawal redemption request, follow these steps:
02
Obtain a redemption request form from your investment provider.
03
Fill in your personal information, such as your name, address, and contact details.
04
Provide your account number and any specific details required for the withdrawal.
05
Specify the amount or percentage you wish to withdraw from your investment.
06
Indicate the frequency and duration of your systematic withdrawals (e.g., monthly, quarterly).
07
Sign and date the redemption request form.
08
Attach any additional documents required by your investment provider.
09
Submit the completed form to your investment provider either by mail, email, or through their online platform.
10
Wait for confirmation from your investment provider regarding the processing of your systematic withdrawal redemption request.
11
Monitor your account to ensure that the requested withdrawals are being processed according to your instructions.

Who needs systematic withdrawal redemption request?

01
Anyone who wishes to establish a regular withdrawal schedule from their investment account may need a systematic withdrawal redemption request.
02
This can be useful for individuals who rely on their investments for regular income, such as retirees.
03
It allows them to receive a fixed amount or percentage of their investment on a periodic basis, providing a predictable cash flow.
04
Systematic withdrawals can also be chosen by individuals who want to gradually liquidate their investments while maintaining a consistent income stream.
05
It is important to consult with your investment advisor or provider to determine if a systematic withdrawal redemption request is suitable for your specific financial goals and circumstances.
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A systematic withdrawal redemption request is a form used by investors to schedule regular withdrawals from their investment account.
Investors who wish to receive regular withdrawals from their investment account are required to file a systematic withdrawal redemption request.
To fill out a systematic withdrawal redemption request, investors need to provide their account information, desired withdrawal amount, frequency of withdrawals, and any other relevant details.
The purpose of a systematic withdrawal redemption request is to provide investors with a steady stream of income from their investments.
Information such as account details, withdrawal amount, withdrawal frequency, and any special instructions must be reported on a systematic withdrawal redemption request.
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