The decision is left to the discretion of the taxpayer.

Enter the dollar amount, number of shares or percent of shares, depending on which exchange option you have selected. Select the transactions to be available for use with these bank instructions. You can select either the dollar amount or number of shares to redeem and how you want to receive the proceeds.

This feature allows you to review details of your recent trade. Details of your most recent trade before it processes will be displayed. Only remittance data can be retrieved on the system to verify the data input. Also various system checks validates the data for accuracy timeliness and completeness. This feature allows you to make changes to or remove your systematic purchase schedule.

The Sell Verification notice where you review your transaction will then be displayed followed by the Sell Confirmation notice. Displays the number of shares, if any, that were involved in the transaction for example, the distribution of a dividend check in your account would not involve the number of shares in the account. This feature allows you to redeem shares from your account. Pick the Processing Days you'd like the systematic purchase to take place. Verify the Bank Instructions that the systematic purchase will be taken from.