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Systematic Withdrawal Plan Authorization Form - US Global Investors

Systematic Withdrawal Plan Authorization Form - US Global Investors 2025

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The document is a Systematic Withdrawal Plan Authorization Form for U.S. Global Investors Funds, allowing account holders to establish a withdrawal plan from their investment accounts. It outlines the necessary information required from account owners, instructions for setting up withdrawals, payment options, and the need for a Medallion Signature Guarantee in certain circumstances. The form emphasizes that it cannot be used for IRA accounts and provides details on cost basis reporting and transaction fees.

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Click ‘Get Form’ to open it in the editor.
Begin by filling out Section 1 with the account owner(s) information, including full name, social security number, birth date, and contact details.
In Section 2, provide account information and specify withdrawal instructions. List the fund names and amounts you wish to withdraw.
Indicate the start month and transaction dates for your withdrawals in Section 2B. Choose your preferred frequency from monthly, quarterly, semi-annually, or yearly.
Complete Section 4 with payment instructions. Decide whether to send checks to registered owners or third parties, or deposit proceeds into a U.S. Global account.
Fill out Section 5 if you want electronic deposits. Ensure that your bank account registration matches your U.S. Global account.
Finally, sign in Section 6 where all current account owners must provide their signatures along with a Medallion Signature Guarantee if required.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is a systematic withdrawal plan?

The primary drawback of a Systematic Withdrawal Plan (SWP) is the risk of depleting your investment over time, particularly if the funds returns fall short of expectations. Moreover, withdrawing a large share of your corpus can docHubly reduce the potential growth of the remaining investment.

How does a systematic withdrawal plan work?

SWP or systematic withdrawal plan is a mutual fund investment plan, through which investors can withdraw fixed amounts at regular intervals, for example monthly/ quarterly/ yearly from the investment they have made in any mutual fund scheme.

What are the disadvantages of systematic withdrawal plan?

The minimum SWP amount is ₹500. How can I start investing through an SWP? To start an SWP, select a mutual fund from your portfolio and set the withdrawal amount and frequency.

Do we have a systematic withdrawal plan in the USA?

Most investments offer a systematic withdrawal plan. You can make systematic withdrawals from mutual funds, annuities, brokerage accounts, 401k plans, and IRAs.

What is a systematic withdrawal form?

A Systematic Withdrawal Plan (SWP) is an investment facility provided by Mutual Funds that allows investors to withdraw a fixed amount or units at regular intervals (monthly, quarterly, etc.) from their existing mutual fund scheme.

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