InveST Funds Withdrawal Form (PDF 134KB) - State Trustees: Fill out & sign online

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Click ‘Get Form’ to open it in the editor.
Begin by filling out the 'Investor Details' section. Enter your Unitholder Number, Name, Address, State, Contact Phone Number, and Postcode using BLOCK letters.
In the 'Fund Withdrawal' section, specify the amount you wish to withdraw for each fund. If withdrawing the full amount, write 'ALL'. Ensure that your total withdrawal meets the minimum requirement of $1,000.
Complete the 'Payment Instructions' by providing your Financial Institution details including Branch, BSB, Account Number, and Account Name. Remember that withdrawals cannot be made to third parties.
Optionally provide a reason for leaving the Fund in the designated section. This feedback helps improve services.
Finally, sign and date the form in the 'Investor’s Signature(s)' section. Ensure all signatures are completed as required.

Start editing your InveST Funds Withdrawal Form today for free and streamline your withdrawal process!

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