Request a Distribution
Use this form to request a distribution from a client’s account. We’ll create a Wealthbox task (assigned to our team) so you can track progress and updates.
Form Last Updated 12/05/2025
Your Email Address
*
Account Holder's Name
*
First Name
Last Name
Joint Account Holder's Name (if applicable)
First Name
Last Name
Account Number (last 4 digits)
*
Last 4 digits only.
Back
Next
Distribution Details
What type of distribution are you requesting?
*
First-party MoneyLink (ACH), Check, or Journal
Wire or Third-Party Distribution
Full or Partial Distribution?
*
Full
Partial
Would you like us to close the account?
*
Yes, you can close it.
No, leave it open!
Is this an in kind journal?
*
Yes
No
If an in kind journal, please advise what we should move:
*
Amount to Generate (Cash)
*
Is the Account in a Model?
*
Yes
No
If Not in a Model, Please Advise What to Sell:
*
If Money Market Funds are Present, We Should:
*
Raise funds from Money Market
Raise funds from model holdings
N/A, not holding money market
Is this amount Net or Gross of Taxes?
*
Net of Taxes
Gross of Taxes
N/A: this is a taxable account
Federal Tax Withholding %
*
State Tax Withholding %
*
Can we proceed if this triggers a short-term redemption fee or commission?
*
Yes
No (Note: this may delay processing)
Back
Next
Distribution Instructions
This Distribution is going to:
*
a Bank Account
journal to another account
an address on file via check
a Charitable Donation
For a journal, what is the receiving account number?
*
Are instructions already on file with the custodian?
*
Yes: the correct instructions are already on file.
No: send this as a one-time request (no standing instructions)
No: please send standing instructions for this account.
Do you know the bank information so we may pre-fill the MoneyLink form? If not, the client will be required to complete the information and upload a copy of a voided check:
Yes
No
Confirm Bank Name
*
Confirm the Last 4 Digits of Bank Account on File
*
Distribution Frequency
*
Please Select
One-Time
Monthly
Weekly
Quarterly
Bi-Weekly
Annually
Start Date for Distribution
*
-
Month
-
Day
Year
If trades are necessary, please allow sufficient time for these trades to settle before initiating the request
What day of the month should these distributions take place moving forward?
example: the 1st day of each month
Any special instructions?
We require a voided check or document with instructions to pre-fill the paperwork. Have you uploaded it?
*
Yes: I uploaded to the client's Box folder
We require a voided check or document with instructions to proceed. Have you uploaded it?
*
No: my client will upload a void check or bank statement
Submit
Should be Empty: