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SYSTEMATIC WITHDRAWAL REQUEST FORM W. P. Carey NonTraded Programs Please Print or TypeThis form should be used to establish and modify Systematic Withdrawals. This form should be reviewed and completed

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How to fill out systematic withdrawal request form

01

Obtain the systematic withdrawal request form from the financial institution managing your account.

02

Fill out your personal information including name, address, account number, and contact information.

03

Choose the frequency of withdrawals (monthly, quarterly, annually, etc.)

04

Indicate the amount you would like to withdraw with each distribution.

05

Specify the start date for the systematic withdrawals.

06

Sign and date the form, acknowledging your consent to the withdrawal terms and conditions.

07

Submit the completed form to the financial institution for processing.

Who needs systematic withdrawal request form?

01

Investors who want to set up a regular schedule of withdrawals from their investment accounts.

02

Individuals who prefer to receive a steady stream of income from their investments.

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What is systematic withdrawal request form?

The systematic withdrawal request form is a document used by investors to request regular withdrawals from their investment accounts, such as mutual funds or retirement accounts, at scheduled intervals.

Who is required to file systematic withdrawal request form?

Investors who wish to initiate regular withdrawals from their investment accounts are required to file a systematic withdrawal request form.

How to fill out systematic withdrawal request form?

To fill out the systematic withdrawal request form, you typically need to provide personal identification information, account details, the amount to be withdrawn, the frequency of withdrawals, and your signature.

What is the purpose of systematic withdrawal request form?

The purpose of the systematic withdrawal request form is to formalize the investor's request for scheduled withdrawals from their account, ensuring that the transactions are processed according to the specified terms.

What information must be reported on systematic withdrawal request form?

The information that must be reported includes the investor's name, account number, withdrawal amount, frequency of withdrawals, and any tax withholding instructions.

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