Prosper ISD Transaction Form

Transaction ID

Name*

First Last

Entity Name*

Email*

Phone*

This number will be used by Water Walker Investments to confirm the details of this transaction.

EIN*

Transaction Type*

Purchase
Redemption
Transfer

Fund Name to Redeem*

Fund Name to Purchase*

Account Number to Redeem*

Account Number to Purchase*

Sell or Trade All?

Yes
No

Include Interest in Sell/Trade All?

Yes
No

Amount*

For redemption and transfers, amounts are limited to current holdings as of the day entered into this form.

Transaction Method*

Wire
ACH

Please select the transaction method.

Bank Information

Bank information provided for future dated transactions must match bank information already on file with TX-FIT and its custodian. To provide new instructions, please contact TX-FIT Client Services before processing your forward dated trade.

Bank Name*

Last 4 Digits of Account Number*

Hidden

Additional Information

Notes

Signature*

Step 1 of 2

Bank Information

Additional Information

Please Review Your Request