Effective immediately, we are providing the option to withhold state taxes from any distribution (one-time or recurring) taken from your Provident Trust Group account!
If you currently have regularly scheduled recurring distributions, and would like to make a state withholding election, change your recurring payment amount, or update your federal withholding election, then please complete the Recurring Distribution Request form and provide it to us before 07/01 to ensure your next recurring distribution has updated information.
One-Time (Single) Distributions
If you are requesting a one-time distribution request, please utilize the Distribution Request Form.
After July 31st, if we do not receive an updated form, we will continue to process your recurring distribution at your current federal withholding election, and default to withhold the minimum withholding amount required by your state of residence.
If you should have any questions regarding this request, please reach out to our VIP Services Department at (888) 855-9856.