How Should a Maturing Investment be Handled When the Investor Wishes to Withdraw Funds?

We have an investor whose investment is about to mature. At maturity, the investor wishes to withdraw some funds and renew the rest. How do we do that in the system?

If your investments automatically extend at maturity, you would want to let the Maturity Extensions process run, then do an Investment Payout for the funds that the investor wishes to withdraw.

If your investments do not automatically extend, and are transferred into new investments manually, you would use the Investment Transfer and Payout screen. Transfer the funds that should be reinvested, and use the Payout field to indicate the amount that the investor wishes to receive. Make sure to review the screen carefully, to ensure that interest is being handled the way you wish.