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Make distribution

Once you've logged in to Trustworks, click on the trust you wish to Make Distribution, click Assets and Liabilities. Select "I would like to" which is located on the right of the screen. Under Other Transactions select "Make Distribution". 

To whom is the distribution being made? Select the Beneficiary for the distribution.

Type of distribution?

  • Capital (asset)
  • Capital (money)
  • Income 

How much is being distributed? Select the amount and the account the distribution is being paid from. 

Date of distribution? Select Date

Any additional details

A page has being created to show and example of Make Distribution click here 

 

 

 

 

 

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