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SYSTEMATIC WITHDRAWAL REQUEST FORM Colony Northward Please Print or TypeForward To: First Trust Retirement, c/o SSC Regular Mail Overnight Delivery PO Box 219923 Mail Stop: Colony Northward Kansas

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How to fill out systematic withdrawal request form

01

Obtain the systematic withdrawal request form from the financial institution that manages your investment account.

02

Fill in your personal information, such as name, address, account number, and contact information.

03

Specify the withdrawal amount and frequency (e.g., monthly, quarterly) you would like to set up.

04

Provide instructions on where the funds should be sent (e.g., mailing address, bank account information).

05

Sign and date the form to authorize the systematic withdrawals.

Who needs systematic withdrawal request form?

01

Individuals who have investment accounts and wish to establish a consistent schedule for withdrawing funds from their accounts may need a systematic withdrawal request form.

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What is systematic withdrawal request form?

It is a form used to request a systematic withdrawal of funds from an investment account.

Who is required to file systematic withdrawal request form?

Any investor who wishes to make regular withdrawals from their investment account.

How to fill out systematic withdrawal request form?

The form typically requires personal information, account details, withdrawal amount and frequency.

What is the purpose of systematic withdrawal request form?

The purpose is to establish a schedule for regular withdrawals from an investment account.

What information must be reported on systematic withdrawal request form?

Personal information, account details, withdrawal amount and frequency.

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