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  4. How to approve member withdrawal

How to approve member withdrawal

Expand the Member Servicing menu the click on the Member Withdrawals sub menu item.

Member Withdrawals page will appear

Select Pending Trustees Approval tab

On Withdrawals Pending Trustees Action table, Identify the member number then expand the Actions drop down menu.

Click on Download and Sign Discharge form menu item

A dialogue box will appear

From the dialogue, download the discharge form, sign it, scan as PDF and attach then click on the Upload Signed Discharge and Forward to Administrator button.

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