Disbursement Options and Requirements
Goldman Sachs
All disbursements will be made payable to the account registration. If your client would like their trust account disbursement to be payable to the trustee(s) rather than the trust entity, please contact Advisor Services. Third-Party disbursements cannot be honored at this time.
Disbursement from an IRA Account:
IRA Distribution Form
Options for disbursement:
- Internal (Distribution to a non-qualified account)
- ACH
- Regular Mail Check
- Overnight Check
- Wire
Disbursement from a Personal/Trust/Business Account:
Withdrawal Request for Non-Qualified Accounts
Options for disbursement:
- ACH
- Regular Mail Check
- Overnight Check
- Wire
The TPA may submit their own disbursement form or other instructions. The TPA Signature is Required.
Options for disbursement:
- ACH
- Regular Mail Check
- Overnight Check
- Wire
For Financial Advisor Use Only. Not for Distribution.