To: ____________________________ (the “retirement beneficiary”)
This is to advise you that, for a 30-day period beginning the date you received this letter, you, as the present interest beneficiary of The ___________ Retirement Income – for Everyone Trust, have a legal right to withdraw $_________ from the trust. You may exercise the right of withdrawal, if you so choose, by writing to us. If no withdrawal is made within this 30-day period, the withdrawal right with respect to this transfer will
terminate (it is not cumulative).
Please acknowledge receipt of this note by signing this notice below and returning it to us in the enclosed envelope. If you wish to waive this right of withdrawal, please also sign where indicated.
Thank you,
RetireOne Investment Services, LLC
This letter was received by me on ____________________________________, ______
_______________________________________________________
Name of Present Interest Beneficiary
_______________________________________________________
Signature of Present Interest Beneficiary
I hereby waive this right of withdrawal.
_______________________________________________________
Signature of Present Interest Beneficiary
After signing, return this form in the enclosed envelope or mail to:
Simplicity OID/RetireOne Investment Services, LLC
Attn: Ric-E Trust Department
222 South First Street – Suite 600
Louisville KY 40202