Step 1 - In clientworks, locate the context menu., Step 2 - Select Move Money then Complex Retirement, Step 3 - Under type, select Recharacterization., Step 4 - Complete Recharacterization Details, Step 5 - Complete withdrawal details (using the attribute worksheet in resource, Step 6 - Complete percentage of requested amount in the What to Journal section, Step 7 - Review entry and acknowledge you have received the client’s consent., Step 8 - Generate documents., Step 9 - Review confirmation page., Step 10 - Complete and upload CM110,

How to process a recharacterization in the Move Money Tool?

طباعة
تضمين

لوحة الصدارة

النمط البصري

الخيارات

تبديل القالب

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