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THIRD PARTY PAYEE FORM
LETTER OF INSTRUCTION Walton Investor ID:
Investor Name:
Please add the following third party payee (e.g. brokerage account) to my Walton account to have all future
distributions
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What is third party payee form?
Third party payee form is a document used to report payments made to a third party on behalf of another individual or entity.
Who is required to file third party payee form?
Any individual or entity who makes payments to a third party on behalf of another individual or entity is required to file a third party payee form.
How to fill out third party payee form?
To fill out a third party payee form, you will need to provide information about the payer, payee, payment amounts, and the purpose of the payment.
What is the purpose of third party payee form?
The purpose of the third party payee form is to report payments made to a third party on behalf of another individual or entity for tax and regulatory compliance purposes.
What information must be reported on third party payee form?
The information that must be reported on a third party payee form includes the names and addresses of the payer and payee, the payment amounts, and the purpose of the payment.
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