When sending money to your client from their HIS IRA, there are a couple of things to keep in mind. 1. You have the ability to cashier this (except wires) 2. Make sure you have standing authorization or have the client sign an IRA One Time Distribution Form. 3. Do not send the IRA One Time Distribution form into BPM Please continue to find out how:

. 1 Launch Cashiering

2 Select payment Method (Check, IBP, EFT)

Fill in appropriate fields and submit. 3

ALWAYS save your one time IRA distribution form to your computer. You can do this by scanning it to yourself, opening the file and saving it to your desktop. If the client does frequent IRA distributions, you may want to consider setting up a periodic plan, or using the standing authorization form (level II). Sending either of these forms into BPM in good order would permanently work in lieu of the one time distribution form.

4 Attach paperwork here.

5 Click on “Browse” to attach your one time distribution form.

6 acknowledge and submit.

7 Confirm to submit request

If you have any questions about cashiering, please contact the Sales & Solutions Desk at FOR INTERNAL USE ONLY