In this case use a sweep account instead of setting up the transfer from the certificate, IRA, or HSA account directly.   This way you can set up the distribution codes properly when you transfer to the savings or checking account.
  • Refer to the booklet below for more details on making AFT transfers to and from A2A accounts and OTB accounts. 
This change was implemented with the 16.10 release that was implemented to online clients on October 23, 2016.