In trust withdrawal correction

Owned by Jade Bachand (Unlicensed)
Last updated: Dec 11, 2020 by Marianne Desrosiers (Unlicensed)
1 min read

Here are the steps to do a withdrawal correction.

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

     

  2. Click on Trust.

     

  3. Click on Add Withdrawal.

     

  4. Select Correction for the Transaction Type and enter the Withdrawal Amount.

     

In the beneficiary you can indicate correction or NSF check if this is the case.

5. Save and Close

Completed!