Distribution Requests

Trustees can create and log Distribution Requests from Beneficiaries. In the Distributions section of the app, select the Requests tab. Then, hit Add New in the top-right corner.

You can select:

  • Request date
  • Beneficiary
  • Whether it was approved or rejected
  • Who approved it
  • Account type between capital and revenue
  • Value requested
  • Reason for request from the beneficiary
  • Reason for approval/rejection by the trustee

Once you save the request, you can create a distribution from it. Click on the three-dot menu next to the entry, and select Create Distribution in the dropdown.

You can edit the prefilled information as needed. Then, hit Save to confirm the distribution.

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