CBIS SYSTEMATIC WITHDRAWAL PLAN 11/2019 - Page 1 of 4 Systematic Withdrawal Plan (SWP) Regular Mail: Overnight: Fax: Catholic United Investment Trust Catholic United Investment Trust Domestic 1-844-261-6489 P.O. Box 9683 4400 Computer Drive International 1-508-599-4183 Providence, RI 02940-9683 Westborough, MA 01581-1722 CBIS is unable to accept forms by email at this time. Form Assistance: U.S. 1-800-321-7194 Mon- Fri, 8AM- 8PM EST.; Intl. 508-871-9942. Use this form to request repetitive redemptions from your CUIT accounts. For a one-time redemption request, please use the One-Time Redemption Form. The most up-to-date forms can be found at https://cbisonline.com/us/investor-services. Failure to use the most recent form may prevent your form from being processed. For all requests, please complete Sections 1-3. SECTION 1: ORGANIZATION / ACCOUNT INFORMATION Organization Name Please redeem funds from the following account(s): 1) If requesting an exchange rather than a redemption, please leave this section blank and skip to section 3. 2) Requests from Multiple Accounts and/or CUIT Funds may result in multiple wires, ACH or checks. Account Number* / Account Name (Optional) CUIT Fund Number / Name Amount 000 / $ 000 / $ 000 / $ 000 / $ 000 / $ 000 / $ 000 / $ Total $ *Your 10-digit CBIS account number can be found at the top of your account statement (000#######). 2 The International Small Capitalization Equity Fund is not available in all jurisdictions. Please contact your CBIS representative if you are unsure if you can invest. OR Please redeem funds per the target allocation on file: 000 $ Account Name Account Number* Amount Please check the following box that specifies what procedure is needed for the systematic redemption : New setup for redemption Modification to current redemption on file Cancel current redemption on file Frequency: Monthly Quarterly Annually Date of First Transaction: This date will be used as frequency date for all trades going forward. *Your 10-digit CBIS account number can be found at the top of your account statement (000#######). Date of Final Transaction: If left blank request will run until otherwise requested 000 / $ Account Number* / Account Name (Optional) CUIT Fund Number / Name Amount CUIT International Small-Cap Equity Fund Class B 2
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CBIS SYSTEMATIC WITHDRAWAL PLAN 11/2019 - Page 1 of 4
Systematic Withdrawal Plan (SWP)
Regular Mail: Overnight: Fax: Catholic United Investment Trust Catholic United Investment Trust Domestic 1-844-261-6489 P.O. Box 9683 4400 Computer Drive International 1-508-599-4183 Providence, RI 02940-9683 Westborough, MA 01581-1722
CBIS is unable to accept forms by email at this time. Form Assistance: U.S. 1-800-321-7194 Mon- Fri, 8AM- 8PM EST.; Intl. 508-871-9942.
Use this form to request repetitive redemptions from your CUIT accounts. For a one-time redemption request, please use the One-Time Redemption Form. The most up-to-date forms can be found at https://cbisonline.com/us/investor-services. Failure to use the most recent form may prevent your form from being processed.
For all requests, please complete Sections 1-3.
SECTION 1: ORGANIZATION / ACCOUNT INFORMATION
Organization Name
Please redeem funds from the following account(s):1) If requesting an exchange rather than a redemption, please leave this section blank and skip to section 3.2) Requests from Multiple Accounts and/or CUIT Funds may result in multiple wires, ACH or checks.
Account Number* / Account Name (Optional) CUIT Fund Number / Name Amount
000 / $
000 / $
000 / $
000 / $
000 / $
000 / $
000 / $
Total $
*Your 10-digit CBIS account number can be found at the top of your account statement (000#######).
2The International Small Capitalization Equity Fund is not available in all jurisdictions. Please contact your CBIS representative if you are unsure if you can invest.
OR
Please redeem funds per the target allocation on file:
000 $ Account Name Account Number* Amount
Please check the following box that specifies what procedure is needed for the systematic redemption:
New setup for redemption Modification to current redemption on file Cancel current redemption on file
Frequency: Monthly Quarterly Annually
Date of First Transaction: This date will be used as frequency date for all trades going forward.
*Your 10-digit CBIS account number can be found at the top of your account statement (000#######).
Date of Final Transaction:If left blank request will run until otherwise requested
000 / $
Account Number* / Account Name (Optional) CUIT Fund Number / Name Amount
CUIT International Small-Cap Equity Fund Class B2
CBIS SYSTEMATIC WITHDRAWAL PLAN 11/2019 - Page 2 of 4
SECTION 2: METHOD OF REDEMPTION
Please choose one:
Domestic Wire (see 2B) Exchange (see 3)ACH (see 2A) Check* (proceed to Section 4: Signature)
*All checks will be made payable to the Organization and address of record. Checks are not payable to a third party.
SECTION 2A: ACHPlease complete the domestic bank information section below (international ACH is not available). All ACH redemption requests must be initiated by CBIS.
One Systematic Withdrawal Plan per account is allowed. Please allow 3 business days to establish, modify, or cancel a Systematic Withdrawal Plan.
*Transaction dates that fall on a weekend or holiday will be processed the next business day.
BANK INSTRUCTIONS FOR ACH CREDIT TO:
Bank Name / City and State
Recipient Account Name
Recipient Street Address City, State and/or Country
ABA # Recipient Account Number Savings or Checking
These are existing ACH instructions These are new ACH instructions.
Please note ACH instructions must be on file for 30 days prior to issuing new wire instructions.
CBIS SYSTEMATIC WITHDRAWAL PLAN 11/2019 - Page 3 of 4
SECTION 2B: DOMESTIC WIRE
Domestic Receiving Bank Information
___________________________________ ______________________________________________________________ ABA Number Bank Name
___________________________________________________________________________________________________________ Bank City and State
Beneficiary Information
___________________________________ ______________________________________________________________ Recipient Bank Account Number Recipient Bank Account Name
___________________________________________________________________________________________________________ Recipient Street Address (required if no further credit information) City, State and/or Country
___________________________________________________________________________________________________________ Additional Wire Information (If needed)
Further Credit Information (If needed)
__________________________________ ______________________________________________________________ Further Credit Account Number Further Credit Account Name
Use Targets
Exchange funds TO:
Use Targets
Account No.* and Fund Number/Name Amount Account No.* and Fund Number/Name Amount
000 - $ 000 $
000 - $ 000 $
000 - $ 000 $
000 - $ 000 $
- $ $ 000
-
000
000 - $ 000 $
TOTAL $ $
-
-
-
-
-
--
Exchange funds FROM:
___________________________________________________________________________________________________________ Further Credit Street Address (required if further credit is needed) City, State and/or Country
___________________________________________________________________________________________________________ Additional Wire Information (if needed)
These are existing wire instructions These are new wire instructions.
Please note wire instructions must be on file for 30 days prior to issuing new wire instructions.
Amount Account No.* and Fund Number/Name Amount Account No.* and Fund Number/Name
*Your 10-digit CBIS account number can be found at the top of your account statement (000#######).
2The International Small Capitalization Equity Fund is not available in all jurisdictions. Please contact your CBIS
representative if you are unsure if you can invest.For a list of jurisdictions available to invest visit our website here >>
CUIT International Small-Cap Equity Fund Class B2
SECTION 3: EXCHANGE
CBIS SYSTEMATIC WITHDRAWAL PLAN 11/2019 - Page 4 of 4
SECTION 4: SIGNATURE AUTHORIZATION
Signature (Must be an authorized person on the Certificate of Resolution) Date
Printed Name Phone Number
Christian Brothers Investment Services, Inc. (‘CBIS’) serves as Investment Adviser and Administrator of the Catholic United Investment Trust (CUIT). CBIS Financial Services, Inc. is a wholly owned broker-dealer subsidiary of Christian Brothers Investment Services, Inc. The offer and sale of securities is made exclusively through CBIS Financial Services, Inc.
For your protection, Christian Brothers Investment Services, Inc., requires verbal verification of certain redemption requests. Requests will
be held until verbal authorization is received and Christian Brothers Investment Services, Inc. is able to determine the request is valid.
Requests for redemption must be received by Christian Brothers Investment Services, Inc. in writing by before the close of regular trading on the NYSE (generally 4 p.m. Eastern). If your redemption request is not complete and in good order, it may be rejected. Refer to the most recent CUIT Offering Memorandum and CUIT Magnus Series Offering Memorandum for additional information on Redemption of Shares.
Second Signature (If required by the Certificate of Resolution) Date
Printed Name Phone Number
Please ensure that you are using the most updated form on the CBIS website, https://cbisonline.com/us/investor-services/. Any outdated form will be rejected and will delay processing.
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