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payouts for members how to determine how much a member is due when they have paid for the whole year in January and pass away midyear? We would pay the estate the % he is owed in stock. Dan Cohn Atlanta NAMC Investment Club #3 Dan, Others will advise you, but Bivio has those calculations all built into the software. Follow the directions. Linda
Thanks Linda for the info; can you let me know where I can find it on the software. Dan
Dan Cohn 404 862 5640 Send an email directly to support@bivio.com with the details of the withdrawal and name of the deceased member and we will help you use bivio to determine the correct withdrawal amount. Becky Kruse bivio Support knew the amount the question is he paid the monthly buyin ($100/month) for the whole year ($1,200). so do we repay him the $350 in cash? On Fri, Oct 27, 2023 at 6:34 PM Becky Kruse <kruse@bivio.biz> wrote: Send an email directly to support@bivio.com with the details of the withdrawal and name of the deceased member and we will help you use bivio to determine the correct withdrawal amount. Dan Cohn 404 862 5640 sorry hit send before I added he passed away in early September; so $50 for the last half of Sept and $100 for Oct., Nov. and Dec. On Fri, Oct 27, 2023 at 8:40 PM Dan Cohn <ddcohn11@gmail.com> wrote:
Dan Cohn 404 862 5640 Dan, Generate the Bivio Withdrawal report on the final day of membership. Paying for a full year in advance, as I understand your message, means that money was invested prior to his demise and constitutes the whole investment. His payout should be the whole amount paid plus/minus and gains or losses and fees. Bernie Worst Partners For Profit From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Dan Cohn via bivio.com Thanks Linda for the info; can you let me know where I can find it on the software. Dan On Fri, Oct 27, 2023 at 4:00â¯PM Linda Glein via bivio.com <user*21345500001@bivio.com> wrote:
-- Dan Cohn |
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