Member Withdrawal - Transfer Valuation Date
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Member Withdrawal - Transfer Valuation Date The non-monthly treasurer tasks video show a member withdrawal process where a transfer valuation date separate from the member valuation date is used for a stock/cash withdrawal. I was counting on this to process a legacy withdrawal (we have subsequently adopted a simplified withdrawal process), but the transfer valuation date appears to be no longer available. Has this changed or am I missing something obvious? |
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