Common use of Type of Request Clause in Contracts

Type of Request. Please complete all applicable sections. Standing Instructions Only Standing instructions only (no assets will be moved at this time). Distribution Type Periodic distributions to bank account (Pay Principal). Income distributions to bank account. Contribution Type Periodic purchase of mutual funds (SRS). ACH is contingent upon the execution of periodic mutual fund purchases. Periodic deposits to brokerage account. For applicable Pershing retirement accounts only: A DISTRIBUTION REQUEST FORM IS REQUIRED FOR RETIREMENT ACCOUNTS. Participant current year Employee deferral current year Employee deferral prior year Employer current year Frequency Employer prior year Employer matching current year Employer matching prior year Qualified matching Qualified non-elective Voluntary after tax Monthly – Occurs every month Semi-monthly – Occurs twice a month Bi-monthly – Occurs every other month Quarterly – Occurs every 3 months Semi-annually – Occurs twice a year Annually – Occurs once a year Amount for Periodic Deposits and Principal Distributions Dollar Amount (leave blank for Income Distributions or Required Minimum Distribution) Start Date — — ACH Authorization Agreement Account Number Voided Check Attach an original or copy of a voided check here. WE CANNOT ACCEPT STARTER CHECKS OR COUNTER CHECKS (OR CHECK NUMBERS BELOW 100). Xxxx Xxx 000 000 Xxxxxxxx Xxxxxx Xxxxxxx, XX Pay to the Order of $ Dollars MY BANK USA Memo |: 123456789 |: 12345678910 ||. 0101 IF A VOIDED CHECK IS NOT AVAILABLE, PLEASE ATTACH A MICRO ENCODED DEPOSIT SLIP OR BANK STATEMENT THAT INCLUDES FULL BANK NAME, FULL ACCOUNT NAME AND FULL ACCOUNT NUMBER, OR A LETTER FROM THE BANK, ON LETTERHEAD AND SIGNED BY A BANK EMPLOYEE, CONFIRMING THE BANK Bank Routing Number Checking Account Number Check Number ACCOUNT OWNERSHIP, NUMBER AND ROUTING INFORMATION.

Type of Request. Please complete all applicable sections. Standing Instructions Only Standing instructions only (no assets will be moved at this time). Distribution Type Periodic distributions to bank account (Pay Principal). Income distributions to bank account. Contribution Type Periodic purchase of mutual funds (SRS). ACH is contingent upon the execution of periodic mutual fund purchases. Periodic deposits to brokerage account. For applicable Pershing retirement accounts only: A DISTRIBUTION REQUEST FORM IS REQUIRED FOR RETIREMENT ACCOUNTS. Participant current year Employee deferral current year Employee deferral prior year Employer current year Frequency Employer prior year Employer matching current year Employer matching prior year Qualified matching Qualified non-elective Voluntary after tax Monthly – Occurs every month Semi-monthly – Occurs twice a month Bi-monthly – Occurs every other month Quarterly – Occurs every 3 months Semi-annually – Occurs twice a year Annually – Occurs once a year Amount for Periodic Deposits and Principal Distributions Dollar Amount (leave blank for Income Distributions or Required Minimum Distribution) Start Date — — ACH Authorization Agreement Account Number Voided Check Attach an original or copy of a voided check here. WE CANNOT ACCEPT STARTER CHECKS OR COUNTER CHECKS (OR CHECK NUMBERS BELOW 100). Xxxx Xxx 000 000 Xxxxxxxx Xxxxxx Xxxxxxx, XX Pay to the Order of $ Dollars MY BANK USA Memo |: 123456789 |: 12345678910 ||. 0101 IF A VOIDED CHECK IS NOT AVAILABLE, PLEASE ATTACH A MICRO ENCODED DEPOSIT SLIP OR BANK STATEMENT THAT INCLUDES FULL BANK NAME, FULL ACCOUNT NAME AND FULL ACCOUNT NUMBER, OR A LETTER FROM THE BANK, ON LETTERHEAD AND SIGNED BY A BANK EMPLOYEE, CONFIRMING THE BANK Bank Routing Number Checking Account Number Check Number ACCOUNT OWNERSHIP, NUMBER AND ROUTING INFORMATION.

Type of Request. Please complete all applicable sections. Standing Instructions Only Standing instructions only (no assets will be moved at this time). Distribution Type Periodic distributions to bank account (Pay Principal). Income distributions to bank account. Contribution Type Periodic purchase of mutual funds (SRS). ACH is contingent upon the execution of periodic mutual fund purchases. Periodic deposits to brokerage account. For applicable Pershing retirement accounts only: A DISTRIBUTION REQUEST FORM IS REQUIRED FOR RETIREMENT ACCOUNTS. Participant current year Employee deferral current year Employee deferral prior year Employer current year Frequency Employer prior year Employer matching current year Employer matching prior year Qualified matching Qualified non-elective Voluntary after tax Monthly – Occurs every month Semi-monthly – Occurs twice a month Bi-monthly – Occurs every other month Quarterly – Occurs every 3 months Semi-annually – Occurs twice a year Annually – Occurs once a year Amount for Periodic Deposits and Principal Distributions Dollar Amount (leave blank for Income Distributions or Required Minimum Distribution) Start Date — — ACH Authorization Agreement Account Number Voided Check Attach an original or copy of a voided check here. WE CANNOT ACCEPT STARTER CHECKS OR COUNTER CHECKS (OR CHECK NUMBERS BELOW 100). Xxxx Xxx 000 000 Xxxxxxxx Xxxxxx Xxxxxxx, XX Pay to the Order of $ Dollars MY BANK USA Memo |: 123456789 |: 12345678910 ||. 0101 IF A VOIDED CHECK IS NOT AVAILABLE, PLEASE ATTACH A MICRO MICR ENCODED DEPOSIT SLIP OR BANK STATEMENT THAT INCLUDES FULL BANK NAME, FULL ACCOUNT NAME AND FULL ACCOUNT NUMBER, OR A LETTER FROM THE BANK, ON LETTERHEAD AND SIGNED BY A BANK EMPLOYEE, CONFIRMING THE BANK Bank Routing Number Checking Account Number Check Number ACCOUNT OWNERSHIP, NUMBER AND ROUTING INFORMATION.

Type of Request. Please complete all applicable sections. Standing Instructions Only Standing instructions only (no assets will be moved at this time). Distribution Type Periodic distributions to bank account (Pay Principal). Income distributions to bank account. Contribution Type Periodic purchase of mutual funds (SRS). ACH is contingent upon the execution of periodic mutual fund purchases. Periodic deposits to brokerage account. For applicable Pershing retirement accounts only: A DISTRIBUTION REQUEST FORM IS REQUIRED FOR RETIREMENT ACCOUNTS. Participant current year Employee deferral current year Employee deferral prior year Employer current year Frequency Employer prior year Employer matching current year Employer matching prior year Qualified matching Qualified non-elective Voluntary after tax Monthly – Occurs every month Semi-monthly – Occurs twice a month Bi-monthly – Occurs every other month Quarterly – Occurs every 3 months Semi-annually – Occurs twice a year Annually – Occurs once a year Amount for Periodic Deposits and Principal Distributions Start Date Dollar Amount (leave blank for Income Distributions or Required Minimum Distribution) Start Date — — ACH Authorization Agreement Account Number Voided Check Attach an original or copy of a voided check here. WE CANNOT ACCEPT STARTER CHECKS OR COUNTER CHECKS (OR CHECK NUMBERS BELOW 100). Xxxx Xxx 000 000 Xxxxxxxx Xxxxxx Xxxxxxx, XX Pay to the Order of $ Dollars MY BANK USA Memo |: 123456789 |: 12345678910 ||. 0101 IF A VOIDED CHECK IS NOT AVAILABLE, PLEASE ATTACH A MICRO MICR ENCODED DEPOSIT SLIP OR BANK STATEMENT THAT INCLUDES FULL BANK NAME, FULL ACCOUNT NAME AND FULL ACCOUNT NUMBER, OR A LETTER FROM THE BANK, ON LETTERHEAD AND SIGNED BY A BANK EMPLOYEE, CONFIRMING THE BANK Bank Routing Number Checking Account Number Check Number ACCOUNT OWNERSHIP, NUMBER AND ROUTING INFORMATION.