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BENEFICIARY DISTRIBUTION REQUEST Institutional Advisor Services SECTION 1: Request Type Note: Systematic distributions are only applicable to Beneficiary IRA distributions. E×TRADE Advisor Services

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How to fill out dist - etrade advisor

01

To fill out dist - etrade advisor, follow these steps:

02

Log in to your Etrade advisor account.

03

Navigate to the 'Distributions' section.

04

Select the account for which you want to fill out the distribution details.

05

Provide the necessary information such as the distribution amount, distribution method (check, electronic funds transfer, etc.), and the recipient's details.

06

Review the information entered for accuracy.

07

Click on the 'Submit' or 'Finish' button to complete the distribution process.

Who needs dist - etrade advisor?

01

Dist - etrade advisor is useful for individuals or entities who have an Etrade advisor account and need to make distributions from their investment accounts. This could include individuals who want to withdraw funds from their investment accounts for personal use, companies distributing dividends or profits to shareholders, or financial advisors managing their clients' investment accounts and making distributions on their behalf.

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