Withdrawals and Distributions Client Name* First Last Email* Advisor Casey Short David McEntire Jay Beerley Tony Rizzo Net Amount Needed (Amount after Taxes are Withheld)*Amount of tax to withhold, if applicable?* None 10% 15% 20% When does client need the funds?* As Soon As Possible. In the Next Two Weeks. On a Preferred Date. Preferred date to receive funds MM slash DD slash YYYY Do you know the account that the client would like to withdraw from?* No, research this. Yes Last 4 digits of account number* How would client like to take the withdrawal?* Direct deposit. Send me a check. Transfer to another account. Last 4 digits of account number* What is the withdrawal frequency?* One Time Monthly Quarterly Annually Additional Comments
