• Request a Distribution

    Use this form to request a one-time or recurring distribution from a client’s account. We’ll create a Wealthbox task where you can track progress and updates.
  • Is there a joint account holder?*

  • Distribution Details

  • What method of distribution are you requesting?*
  • Is this a charitable distribution?*
  • Full or partial distribution?*
  • Would you like us to close the account?*
  • Is this an in-kind journal or transfer?*
  • Please advise what positions to journal. To add multiple positions, click "+ Add Position".*
  • Is this a qualified or non-qualified account?*
  • Tax Withholding Elections
  • Start Date for Distribution*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Is the account in a model?*
  • Please advise what position(s) to sell. To add multiple positions, click "+ Add Position". If this is an in-kind journal, enter "N/A".*
  • If cash is needed and money market funds are present, we should:*
  • Can we proceed if this triggers a short-term redemption fee or commission?*

  • Distribution Instructions

  • Are instructions already on file with the custodian?*
  • Receiving account details for the internal journal:*
  • Do you have the bank information now or will the client enter the information manually?*
  • Confirm receiving account details for MoneyLink(ACH):*
  • Please enter MoneyLink (ACH) information below for the receiving account.*
  • Should be Empty: