Creating a Systematic Withdrawal Plan (SWP)

How to submit a "Create a SWP" request

First, find the client's CRM Contact Record page by searching contact name in the search bar.

From the client's contact record, start by navigating into the Servicing (Service Request) tab, which is found in the middle panel of the contact record. Select Plans.

From there, you can select Create Plans and proceed to specify the details of the request via the right sidebar pop-up. 

Step 1:

• The first property you will be asked to specify is the Request Type. 
• Select SWP

Step 2:

• Select the Account.

Step 3:

• You will now be asked to specify the banking details 

Step 4: 

You will be prompted to specify: 

• Amount: Type in the amount you wish to withdraw.
• Frequency: This can be Annually, Semi-Annually, Quarterly, Bi-Monthly, Monthly, Bi-weekly, and Weekly
• Day: Scroll to the appropriate day that the plan will fall on

• Click Submit once the information is added. You can now track your ticket.