Distribution Sample Templates

Tier Availability: Premium, Business

Add-On Required: Distributions

Rights Required: Maintenance

Below are sample distribution project templates available for users to download and update to their firm's internal workflow process. Please make sure that to edit the template information before using the templates.

Distribution Hardship.xlsx (10 KB)
Distribution 70.5.xlsx (10 KB)
Distribution Loan.xlsx (10 KB)
Distribution Failed Test.xlsx (10 KB)
Distribution QDRO.xlsx (10 KB)
Distribution Termination - DC Vendor.xlsx (10 KB)

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