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Automatic Withdrawals

You may establish automatic withdrawals from your account by completing the section in Longleaf's change of information form or by sending written instructions to the transfer agent.

You may request withdrawals monthly, quarterly, semi-annually or annually. Withdrawals will be processed on or about the 21st day of the month they are scheduled to occur. You can stop or change the account of your automatic withdrawal by calling us at (800) 445-9469, option 0. You can restart your automatic withdrawal by telephone within 6 months of the time your systematic withdrawal was stopped.

You must send written instructions or complete the appropriate section in the Change of Information Form to make other changes or to restart these withdrawals if they have been stopped for more than 6 months.

Non-Retirement

New Application
Additional Purchases
Change of Information
Gift of Shares
Transfer In Kind
Redemptions
Retirement - Traditional
Retirement - Simple
Account Access
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