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How to use or fill out the Funds Withdrawal Request form online
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Click ‘Get Form’ to open it in the editor.
Begin by entering your client information. Select your title (Mr., Mrs., or Company) and fill in your family or company name, first name, and account number.
In the 'Funds Withdrawal Request' section, specify the amount you wish to withdraw. Choose the currency from the dropdown menu and ensure it matches your desired payment method.
Provide details for the intermediary bank, including its name, location, and BIC. Then, enter the beneficiary's bank information similarly.
Fill in the beneficiary's full name and address, ensuring all fields are complete for accurate processing.
Indicate whether charges will be borne by you or the beneficiary and add any remittance information or additional instructions as needed.
Finally, sign and date the form before submitting it via email or fax as instructed.
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Provided are the step-by-step instructions for requesting a cash withdrawal from your savings plan in planwithease. Call planwithease toll-free at 855-464-6928.
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