Taking a Withdrawal, Distribution or RMD

1. Login to the "Online Portal"

2. Click on the "Withdraw Funds" option and complete all fields:

3. If you already have a Bill Pay in the system you will be prompted to “Specify Vendor” which is a “drop-down” list for you to choose from. You can either select one of your existing Bill Pays or at the end of the list is the option to “Add a New Transfer Type.” This selection will allow you to create a new Bill Pay based on a different transfer type such as, check or wire if your banking information has changed. (Note: You may want to request a Bill Pay be deleted if it is no longer applicable.) Otherwise continue with the instructions below.

Complete the following fields within the Withdrawal tab:

• "What is this DOI for?" - this section will be pre-filled with "withdrawal"
• "Vendor" - this section will be pre-filled with your name
• "Description" - This section is designed so that AET knows what the DOI is for, you can just put "withdrawal" in this section
• "How much is your investment?" - this section is where you will enter the amount you wish to withdraw (No dollar sign necessary, only a decimal)
• "How would you like to fund the investment?" - This section will have 3 options for receiving the funds; "Wire" or "Check". Choose the option that you wish to have the funds sent to you. Once you choose the method of payment a new set of options will appear asking you to fill in the banking information of the RECEIVING bank/client. If you select "Check" you will also need to complete the carrier information designating how you would like the check sent, and at what speed.
• "Handling notes" - This section allows you to add notes for the delivery of your funds, if being sent by check
• "Description" and "Choose File" sections are not required for a withdrawal

4. Click "Submit"

Requests can take up to 3-5 business days to complete