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Here are the steps to do a withdrawal in trust to refund a client/depositor.

  1. Go in Transactions and click on the Edit button next to the transaction.

  2. Click on Trust.

  3. Click on Add withdrawal.

  4. Choose the transaction type to Withdrawal/Payment and the withdrawal type to Refund to Client/Depositor.

Payment Method: other, check, electronic funds transfer or bank transfer.

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