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Submit a Set Up Required Minimum Distribution Request for Wealth Banking Service Process

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Submit a Set Up Required Minimum Distribution Request for Wealth Banking Service Process

Your service reps can capture and submit a Set Up Required Minimum Distribution request through the Set Up Required Minimum Distribution Omniscript.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled

User Permissions Needed
To submit a Set Up Required Minimum Distribution request:	Customize Application

On the Wealth Management app, select Accounts from the dropdown.
On the Accounts tab, search for and select the account name.
Click the Set Up Required Minimum Distribution quick action.
Select the retirement account record, and click Next.
Select the payment schedule, enter the details, and click Next.
Select the payment method and withholding options and enter the details, and then click Next.
Review the changes, and click Submit.