ANNUITY OPEN MARKET OPTION REQUEST
|
|
|
- Buck Bond
- 8 years ago
- Views:
Transcription
1 ANNUITY OPEN MARKET OPTION REQUEST Please complete in block capitals and in black ink, ticking boxes where appropriate and return it to: Astute Trustee Services Limited, 45 Berry Lane, Longridge, Preston, PR3 3JP Application Guide This form is to be used when you wish to exercise the open market option to purchase an annuity. Astute Trustee Services Limited will pay any pension commencement lump sum and then forward the remaining fund monies to the annuity provider you have selected. If, however, you wish the annuity provider to pay the pension commencement lump sum this will be treated as a transfer of funds and you should, instead, complete the Transfer Out Request Form, available on request from Astute Trustee Services Limited. You need to complete a form for each plan that you wish to exercise the open market option.1 1 Personal Details Mr Mrs Ms Miss Permanent Residential Address Other If Other please state Forename(s) Surname Date of Birth D D M M Y Y Y Y SSAS Reference Telephone Fax Post Code National Insurance Number 2 Annuity Provider Details Please provide details of the Annuity Provide: Provider Name Address Annuity Reference Post Code PLEASE NOTE: The annuity provider must be an Insurance Company as defined in s275 of Finance Act
2 3 Uncrystallised Funds (i.e. benefits not in payment) Pension Commencement Lump Sum Please confirm the amount of pension commencement lump sum to be paid to you by Astute Trustee Services Limited before the annuity is purchased. The maximum pension commencement lump sum payable is the lower of 25% of the fund available and 25% of the remaining standard lifetime allowance. Amount of pension commencement lump sum payable: Maximum available Specified amount Please specify amount OR I wish to waive my right to receiving any pension commencement lump sum If you are receiving a pension commencement lump sum, please provide the bank account details you would like your lump sum payment paid to. You will need to check with your bank/building society that BACS and CHAPS payments can be accepted into this account and that these details are all they need for this. Account Name Bank Name and Address Sort Code Account Number Building Society reference number (if applicable) Post Code 4 Crystallised Funds (i.e. benefits in payment) If crystallised funds are being used, how much would you like to use? Tranche Number Value Full Please tick one box: Full crystallised fund (Go to section 5) *Specified amount Please specify the value in the following table or tick if the full value is to be used. Please continue on a separate sheet if you have more than seven tranches. * Upon receipt of this form, we will value your plan and calculate the fund to purchase the annuity. If the exact amount requested cannot be achieved, we will round up to the higher fund value. 2
3 5 Protection Please complete this section if you are under 75 and are: Using uncrystallised funds to purchase an annuity, and/or Using funds which were crystallised on, or after, 6 April 2006 If you have applied to HM Revenue & Customs for any of the following types of protection for your pension fund, please provide details: Enhanced Protection Pension Credit Rights Primary Protection International Fixed Protection PLEASE ENCLOSE A COPY OF THE RELEVANT HM REVENUE & CUSTOMS CERTIFICATE(S) WITH THIS FORM. 6 Lifetime Allowance Is this the first time you have elected to take benefits from any pension fund since 6 April 2006? If please go to 6a, if please go to 6b. 6a Pre 6 April 2006 Benefits At 5 April 2006 were you taking any pension income (for example income withdrawal/scheme pension/annuity)? If please provide details, if please go to Section 7 If you are receiving any pension income, please provide the total current maximum annual pension income you could receive from all your income withdrawal, scheme pension and annuity incomes: Total gross maximum annual income from all your pension funds p.a. Please go to Section 7. 6b Post 6 April 2006 benefits If you have elected to take benefits since 6 April 2006, please provide details: Please provide the total percentage of Lifetime Allowance used to date* * If you were taking income benefits prior to 6 April 2006, we will assume that the percentage of deemed Lifetime Allowance used in respect of these is included in this percentage. % If you have primary protection with lump sum rights over 375,000 on 5th April 2006, please provide the following details for each post 6th April 2006 benefit crystallisation event: Date of Benefit Crystallisation Event (BCE) Amount of pension commencement lump sum paid 3
4 7 Insufficient Lifetime Allowance If you have insufficient lifetime allowance available to cover your current benefit crystallisation event, please choose how you would like your benefits in excess of your lifetime allowance to be paid in respect of your uncrystallised fund. Please note that the tax charge will be deducted from the pension fund that you have in the scheme. If the purchase price is coming from uncrystallised funds, please answer the following: Do you want the purchase price that is in excess of the available lifetime allowance: (b) paid as an annuity after 25% tax is taken from that part of the purchase price (c) Combination of lump sum and annuity. Percentage of excess to be paid as a lump sum (55% tax deduction) Percentage of excess to buy an annuity (25% tax deduction) % % Total 100% (a) paid as a lump sum less 55% tax 8 Disinvestments for lump sum If you have requested a partial annuity, please confirm which SSAS funds should be used to pay your lump sum(s): Only monies in my SSAS bank account Specified amount of monies in my SSAS bank account Please specify amount Investments* Name of investment provider Fund name Policy / plan number Amount in sterling or % * As you are a co-trustee of your SSAS, you will need to sign other forms to instruct these disinvestments. WE WILL ONLY INSTRUCT THE SALE OF THE INVESTMENTS LISTED ONCE THE CALCULATIONS ARE COMPLETE. ANY IMMEDIATE SPECIFIC TRADING INSTRUCTIONS IN ADDITION TO THE ABOVE SHOULD BE PROVIDED IN WRITING USING THE APPROPRIATE TRADE INSTRUCTION FORM. 4
5 9 Member Declaration I request and consent to the payment of benefits set out in this application form. I understand and agree that: To the best of my knowledge and belief, the particulars given on this form are correct and complete. It is an offence to make false statements and that the penalties are severe and could lead to prosecution. The payment I have requested discharges Astute Trustee Services Limited s liability in respect of the pension monies applied in this Open Market Option Request. The payment will be made as an open market option and that once paid, it cannot be returned to Astute Trustee Services Limited. If in Section 3 I have chosen to take a specific amount of pension commencement lump sum, or chosen not to take any pension commencement lump sum, I am waiving my right to taking any further pension commencement lump sum payments from the funds being transferred to the annuity provider in the future. I fully understand the implications of this. Astute Trustee Services Limited cannot accept responsibility for any charge or penalty in respect of disinvestments from a third party for pension commencement lump sum or annuity payments. Astute Trustee Services Limited will not be held responsible for the loss of guaranteed annuity rates following third party delays, if the appropriate forms are not completed in full or if all the relevant information is not provided to Astute Trustee Services Limited in sufficient time to process the annuity. If appropriate Astute Trustee Services Limited has my authority to check with HM Revenue & Customs the details of any certificate which I supply. If I am taking a pension commencement lump sum as part of a recycling device, I agree to notify Astute Trustee Services Limited of this fact within 30 days of the deemed unauthorised payment arising. Signature Date D D M M Y Y Y Y 5
6 tes The maximum pension commencement lump sum (tax-free cash) available will normally be up to the lower of 25% of the SIPP fund being used, and 25% of the remaining standard lifetime allowance. The pension commencement lump sum has to be taken as a lump sum and cannot be taken monthly. 6
Annuity Open Market Option Request
SIPP Annuity Open Market Option Request JHAY0820 Application Guide This form is to be used when you wish to exercise the Open Market Option to purchase a lifetime annuity. James Hay Partnership will pay
Death Benefit Request Form
Death Benefit Request Form For commencing benefits to a beneficiary when a member has died. This form should be completed and signed by the nominated beneficiary. We require a separate form to be completed
Other u please specify. National Insurance number
Application reference number For office use only Benefit Crystallisation Event Request applying for an annuity with another provider *SFBCY0400F* For use with the Collective Retirement Account (CRA) For
1.5 Do you have a National Insurance number? You can find this on a payslip or a letter from HMRC or DWP. Mobile
The FundsNetwork Pension Uncrystallised Funds Pension Lump Sum withdrawal form Please complete the form in BLOCK CAPITALS using black ink. You should use this form to take an Uncrystallised Funds Pension
SIPP benefit form income drawdown and lump sum payments
SIPP ISA Dealing Junior ISA SIPP benefit form income drawdown and lump sum payments Please complete this form if you want to access your pension and take income as lump sums or income drawdown. If you
SIPP benefit form annuity
SIPP ISA Dealing Junior ISA SIPP benefit form annuity This benefit form must be completed if you wish to purchase a lifetime annuity and would like AJ Bell Youinvest to pay you a tax free lump sum. Please
Benefi t Form Income Drawdown and Lump Sum Payments. IWeb Share Dealing Self Invested Personal Pension
Benefi t Form Income Drawdown and Lump Sum Payments IWeb Share Dealing Self Invested Personal Pension Benefi t Form Important tes Please complete this form if you want to access your pension and take benefits
SIPP benefit form drawdown and lump sum payments
Stockbrokers SIPP benefit form drawdown and lump sum payments Please complete this form if you want to access your pension and take benefits as a lump sum or income drawdown. If you want to take an annuity
SIPP benefit form annuity purchase discharge form
Stockbrokers SIPP benefit form annuity purchase discharge form This benefit form must be completed if you wish to purchase a lifetime annuity and would like AJ Bell Management Limited to pay you a tax
AXA Wealth. Uncrystallised funds pension lump sum benefit options. 1 of 5. When to use this form. Have you received advice or guidance?
AXA Wealth Uncrystallised funds pension lump sum benefit options When to use this form Please complete this form to confirm how you would like to take an uncrystallised funds pension lump sum if you have
Retirement Account. Application Form (Where no Flexible Account is required) No ID or age evidence required. For Financial Adviser completion only
This form is only suitable when applying for two or more plans. If applying for one plan, please use the standalone form for that plan only. No ID or age evidence required Retirement Account Application
Benefi t Form annuity purchase discharge. Bank of Scotland Share Dealing Self Invested Personal Pension
Benefi t Form annuity purchase discharge Bank of Scotland Share Dealing Self Invested Personal Pension Benefi t Form This benefit form must be completed if you wish to purchase a lifetime annuity and would
THE SIT SIPP. Self Invested Personal Pension. Benefit Form drawdown and lump sum payments
THE SIT SIPP Self Invested Personal Pension Benefit Form drawdown and lump sum payments The SIT SIPP Benefit Form - drawdown and lump sum payments Please complete this form if you want to access your pension
Halifax Share Dealing SIPP
Halifax Share Dealing SIPP Benefit form - income drawdown and lump sum payments Please complete this form if you want to access your pension and take benefits as a lump sum or income drawdown. If you want
Self Invested Personal Pension. Benefit Form Annuity Purchase
Self Invested Personal Pension Benefit Form Annuity Purchase Important notes Taking benefi ts from your pension is an important decision. We recommend that you take advice from a regulated fi nancial adviser
Small Self Administered Scheme. Benefit Form Uncrystallised Funds Pension Lump Sum (UFPLS)
Small Self Administered Scheme Benefit Form Uncrystallised Funds Pension Lump Sum (UFPLS) Important notes Taking benefi ts from your pension is an important decision. We recommend that you take advice
THE SIT SIPP. Self Invested Personal Pension. Benefit Form annuity purchase discharge form
THE SIT SIPP Self Invested Personal Pension Benefit Form annuity purchase discharge form The SIT SIPP Benefit Form - annuity purchase discharge form This benefit form must be completed if you wish to purchase
Halifax Share Dealing SIPP
Halifax Share Dealing SIPP Benefit form - annuity purchase discharge form This benefit form must be completed if you wish to purchase a lifetime annuity and would like AJ Bell Management Limited to pay
SIPP benefit form drawdown and lump sum payments
TD Direct Investing SIPP benefit form drawdown and lump sum payments SIPP benefit form drawdown and lump sum payments Please complete this form if you want to access your pension and take benefits as a
SIPP Flexi Access Drawdown Form
SIPP Flexi Access Drawdown Form FLEXI-ACCESS DRAWDOWN FORM Please complete this form if you wish to draw Pension Commencement Lump Sum and access your benefits via Flexi-Access Drawdown. Please complete
Self Invested Personal Pension. Benefit Form Uncrystallised Funds Pension Lump Sum (UFPLS)
Self Invested Personal Pension Benefit Form Uncrystallised Funds Pension Lump Sum (UFPLS) Important notes Taking benefi ts from your pension is an important decision. We recommend that you take advice
Please use BLOCK CAPITALS only and blue or black ink, ticking boxes where appropriate.
TD Direct Investing SIPP benefit form - annuity purchase discharge form SIPP benefit form - annuity purchase discharge form This benefit form must be completed if you wish to purchase a lifetime annuity
CanRetire. Application new plan(s) (for single contributions and transfers only) Pension Investment Plan. Flexible Drawdown Plan
CanRetire Application new plan(s) (for single contributions and transfers only) Please enter the Personal Example reference number for your chosen product choice(s) FTIP Pension Investment Plan Flexible
THE GHC FOUNDATION SIPP
THE GHC FOUNDATION SIPP APPLICATION FORM GHC Foundation SIPP is operated by Intelligent Money, authorised and regulated by the Financial Conduct Authority FCA number 219473 and registered in England and
Retirement Options ESI-Tran Buy-Out Bond Personal Retirement Bond
Retirement Options ESI-Tran Buy-Out Bond Personal Retirement Bond Intermediary Name Financial Advisor Name Intermediary Number By completing and returning this form, you are instructing Zurich Life Assurance
APPLICATION & INCOME PAYMENT FORM FOR ANNUITY QUOTATION REF: A Q INCLUDING EXISTING PRUDENTIAL PENSION FUND(S)
APPLICATION & INCOME PAYMENT FORM FOR ANNUITY QUOTATION REF: A Q INCLUDING EXISTING PRUDENTIAL PENSION FUND(S) Please add the full reference for the annuity you are accepting. Please use black ink and
Transfer application form
For customers Guaranteed Pension Annuity (tax-free cash) Transfer application form Illustration number Agent number / Agent phone number Agent fax number Agent email address Page 1 of 12 Application checklist
For customers Aegon buyout plan with protected tax-free cash drawdown pension option
For customers Aegon buyout plan with protected tax-free cash drawdown pension option Please read these notes before filling in this form About this form Words in bold are defined terms that we explain
(Buyout and occupational pension schemes)
For customers and scheme trustees Instruction to buy a pension from Aegon (Buyout and occupational pension schemes) About this form This is your instruction to buy a pension from Aegon. Aegon is a brand
Stocks and Shares ISA. Application form 2015/16
Stocks and Shares ISA Application form 2015/16 10057 Stocks and Shares ISA Application form 2015/16 You can also apply for a Stocks and Shares ISA online at www.alliancetrustsavings.co.uk/isa This form
PROOF FOR INTERNAL USE ONLY. Open market option instruction. For customers and scheme trustees
For customers and scheme trustees Open market option instruction Please read these notes before filling in this instruction About this instruction Only complete this instruction if you want to use the
Retirement Options Personal Retirement Savings Account (PRSA)
Retirement Options Personal Retirement Savings Account (PRSA) Intermediary Name Financial Advisor Name Intermediary Number By completing and returning this form, you are instructing Zurich Life Assurance
SSAS SMALL SELF ADMINISTERED PENSION SCHEME
SSAS SMALL SELF ADMINISTERED PENSION SCHEME DEATH BENEFIT OPTIONS www.investacc.co.uk/ssas Introduction This is a basic guide to the options available on death of a member of an InvestAcc SSAS. It is not
SELECT SIPP. Taking pension benefits guide
SELECT SIPP Taking pension benefits guide Please read this guide in conjunction with the Alliance Trust Savings Handbook and the appropriate Key Features documents. Alliance Trust Savings does not give
Sippchoice Bespoke SIPP
Sippchoice Bespoke SIPP Application Form (from 1 October 2015) Please indicate the unique reference number shown on the Key Features Illustration that you received with this application. Failure to complete
pension income plus pension income plus annuity Annuity
No ID or age evidence required pension income plus pension income plus annuity Annuity Application Form For Financial Adviser completion only Adviser Financial Services Register number Adviser email address
Small lump sum claim form. Individual pension plan
Small lump sum claim form Individual pension plan Your guide to small lump sum payments You are entitled to free guidance about your retirement options. The Government has set up a free guidance service
Local Government Pension Scheme Hampshire Pension Fund Retirement declaration form Explanatory notes
Local Government Pension Scheme Hampshire Pension Fund Retirement declaration form Explanatory notes Please read these notes before completing the enclosed form. What is the form about? You need to provide
NHS Pension Scheme: Lifetime Allowance Charge (LTAC)
NHS Pension Scheme: Lifetime Allowance Charge (LTAC) Amounts exceeding the Lifetime Allowance (LTA) are subject to a Lifetime Allowance Charge (LTAC) at the time benefits are taken. Any pension taken is
Benefit crystallisation event application form (capped drawdown)
For customers Benefit crystallisation event application form (capped drawdown) This form should only be used if you re making an additional designation into an existing capped drawdown account or choosing
With Profits Pension Annuity
With Profits Pension Annuity If you would like help completing your application, please talk to your Independent Financial Adviser. Application form For details about the Liverpool Victoria With Profits
Compulsory Purchase Annuity
Application form Who this form is for 0615 This form is for people who want to purchase a pension from Standard Life Filling in this form Before completing this form read the Key Features Document (CPA17)
How To Buy An Annuity From Luv
No ID or age evidence required PENSION Pension Annuity Annuity Application Form Before you complete this form n n Please read the key features document, as it contains important information about your
R Pension Trader Account for SSAS application
R Pension Trader Account for SSAS application This is an application form to open a Pension Trader Account for SSAS. Please read this application form in conjunction with your Pension Trader Account for
Retirement Request Form Personal Pension Plans
Retirement Request Form Personal Pension Plans Phoenix Ireland Please complete this form using BLOCK CAPITALS SECTION 1 Your Details Policy Number (s) PPS Number Forename (s) (In Full) Surname Address
PENSION ENCASHMENTS AND SMALL POTS ADVISED NON-GMP CASES
PENSION ENCASHMENTS AND SMALL POTS ADVISED NON-GMP CASES IMPORTANT INFORMATION Please read this section carefully before completing this application form. This form can only be used where you are taking
Triodos Bank. Ethical Stocks and Shares ISA application form.
Triodos Bank. Ethical Stocks and Shares ISA application form. This is an application for a Triodos Ethical Stocks and Shares ISA for the tax year 2015/2016 and each subsequent year until further notice.
Pension Annuity Application Form
Pension Annuity Application Form Page 1 Pension Annuity Application Form About this Application Form This Form is an application for a pension annuity plan with Just Retirement. In return for your pension
April 2015: Forthcoming Pension Changes. Retirement options for money purchase pension schemes (including SSAS).
April 2015: Forthcoming Pension Changes Significant changes to pension regulations are being introduced on the 6 th April 2015. The legislation will be covered in the Taxation of Pensions Bill 2014 and
APPLICATION FORM. / / / PENSION ANNUITY. Once you ve completed this form, please return it to: Legal & General Annuities PO Box 809 Cardiff CF24 0YL
PENSION ANNUITY APPLICATION FORM. Once you ve completed this form, please return it to: Legal & General Annuities PO Box 809 Cardiff CF24 0YL We will already have sent you a quote(s), illustrating the
Just Retirement Fixed Term Annuity Application Form
Just Retirement Fixed Term Annuity Application Form You should make sure you ve read the Key Features Document and the Conditions of the Just Retirement Fixed Term Annuity before you apply. About this
Junior Stocks & Shares ISA
Junior Stocks & Shares ISA All questions must be completed Please complete in block capitals and black ink. I apply to open a Junior Stocks & Shares ISA. Please note: You cannot apply for a Junior Stocks
SIPP ISA Dealing Junior ISA SIPP benefi ts guide
SIPP ISA Dealing Junior ISA SIPP benefits guide Contents Introduction SIPP benefits - the basics Annuity, income drawdown and taxable lump sums the commitments and risks 3 Your benefits options Lump sums
Additional Contribution Form. IWeb Share Dealing Self Invested Personal Pension
Additional Contribution Form IWeb Share Dealing Self Invested Personal Pension Additional Contribution Form This is an application form to pay an additional one-off contribution or establish a regular
Simple Investment SIPP Application Form
Simple Investment SIPP Application Form To London & Colonial Services Limited (London & Colonial): I hereby apply for a London & Colonial Simple Investment SIPP contract on the basis of the following information:
Deferred Benefits Claim Form - (AW8P)
Deferred Benefits Claim Form - (AW8P) Before completing this form please read the Retirement Booklet and the guidance notes at the back of this form Part 1 - Scheme Reference Number Please enter your NHS
HSBC Loyalty Cash ISA Application, Cash Transfers In and Reactivation Form
LISA Tax year 2016/17 For Bank use only CIN HSBC Loyalty Cash ISA Application, Cash Transfers In and Reactivation Form Useful Guidance Please complete using black ink and BLOCK CAPITALS. Please initial
Pensions: Individual Protection 2014. Guidance Note 10 December 2013
Pensions: Individual Protection 2014 Guidance Note 10 December 2013 Updated on 22 August 2014 1 Contents Page Introduction 3 Chapter 1 Overview 4 Chapter 2 Applying for IP 2014 7 Chapter 3 Valuing savings
Telegraph Investor SIPP Payment of Benefits Guidance Notes
Under the HMRC pension legislation you can take your benefits from age 55, or younger on ill health grounds (see section below). Please note that you do not have to leave employment to draw your benefits
Data Capture Form. for the SmartSIPP
Data Capture Form for the SmartSIPP This form is for your internal use only. Please do not return it to us. You will need to: complete the online SmartSIPP application return the signed application form
Open Market Option Application Form
Guaranteed Pension Annuity Open Market Option Application Form 1. QUOTE DETAILS Quote reference Official use only Application Number 2. YOUR PERSONAL DETAILS (THE ANNUITANT) Full name including title (Please
Accessing Your Pension
CLIENT FACTSHEET Accessing Your Pension This fact sheet is designed to give an overview of the ways of taking benefits from your SIPP. Although this fact sheet concentrates on income drawdown and uncrystallised
PERSONAL PENSION (TOP UP PLAN) APPLICATION TO INCREASE CONTRIBUTIONS FOR OFFICE USE ONLY. Agency Number
PERSONAL PENSION (TOP UP PLAN) APPLICATION TO INCREASE CONTRIBUTIONS Agency Number FOR OFFICE USE ONLY Arranged by: Application to increase contributions Did your adviser give you advice in respect of
Pre 75 benefit options death of the member. The value of the pension fund at the date of death will be payable to the beneficiaries.
Death benefits Guidance Notes This document is provided for use by professional advisers in conjunction with products provided by Talbot and Muir. The information in this document is based on our interpretation
HSC Pension Scheme 1995 Section - Claim for a life assurance lump sum
HSC Pension Service, Waterside House, 75 Duke Street, Londonderry, BT47 6FP HSC Pension Scheme 1995 Section - Claim for a life assurance lump sum (Form AW9 (pre 1.4.08) or AW9 (post 1.4.08) should also
2013/2014 TAX YEAR NEW SUBSCRIPTIONS. Applications must be received by 15 November 2013.
Legal & General Defined Return Plan 3 NEW ISA AND/OR DIRECT INVESTMENT APPLICATION FORM. Applications must be received by 15 November 2013. 2013/2014 TAX YEAR NEW SUBSCRIPTIONS FOR OFFICE USE Client Number
Junior Stocks & Shares ISA
Junior Stocks & Shares ISA All questions must be completed Please complete in block capitals and black ink. I apply to open a Junior Stocks & Shares ISA. Please note: You cannot apply for a Junior Stocks
BP Individual Savings Account Transfer Application Form
HNTRFP BP Individual Savings Account Transfer Application Form Notes on completing this form Please read the BP Corporate ISA Brochure and Corporate ISA Terms and Conditions before completing this form.
Wise Investment Funds
Wise Investment Funds OEIC Application Form Before completing your application form, you must read the relevant Key Investor Information document which contains important information about your investment.
Selected Investment Funds (SIF) Stocks and Shares ISA Transfer Form
HNTRIN Selected Investment Funds (SIF) Stocks and Shares ISA Transfer Form Notes on completing this form Please read the Selected Investment Funds Key Features Document, Terms and Conditions, Fund Insert
Online Accounts. Power of Attorney application form. Personal details. Donor. 1st Attorney. 3rd Attorney. 2nd Attorney
Online Accounts Power of Attorney application form Please read these notes before you fill in this form The account will be operated strictly in accordance with the instructions confirmed within the Power
Notice of intent. Fact sheet and form. What this fact sheet covers. Who is this fact sheet for? When should I complete a notice of intent?
Fact sheet and form Notice of intent A notice of intent to claim or vary a deduction for personal super contributions (notice of intent) allows you to claim a tax deduction for your personal contributions,
Make a lump sum withdrawal or rollover For a transition to retirement income stream
CSC retirement income RI04 04/13 Make a lump sum withdrawal or rollover For a transition to retirement income stream Use this form if you have a transition to retirement income stream and wish to > > make
Pension Trader Account for SIPP application
Pension Trader Account for SIPP application This is an application form to open a Pension Trader Account for SIPP. Please read this application form in conjunction with your Pension Trader Account for
FTSE 100 Tracker Fund ISA Application Provided by RBS Collective Investment Funds Ltd
FTSE 100 Tracker Fund ISA Application Provided by RBS Collective Investment Funds Ltd p Your information For details of how we and others will use your information and how to give your consent, please
ISA TRANSFER APPLICATION FORM.
LEGAL & GENERAL INVESTOR PORTFOLIO SERVICE SELF DIRECTED LGFS/LGN TAX YEAR 2015/2016 ISA TRANSFER APPLICATION FORM. Use this form to transfer an existing stocks and shares or cash ISA from another ISA
Close Asset Management (UK) Limited
Close Asset Management (UK) Limited X Share Class Unit Trust/OEIC & ISA Application Form This share class is available to investment advisers providing fee-based advice to underlying investors, distribution
Online Accounts. Personal details. Donor. 1st Attorney. 3rd Attorney. 2nd Attorney. Title: Mr, Mrs, Ms, Miss Other (please specify) Surname
Online Accounts Power of Attorney application form Please read these notes before you fill in this form The account will be operated strictly in accordance with the instructions confirmed within the Power
THE GREYFRIARS PREFERRED RETIREMENT ACCOUNT (GPRA) A SELF-INVESTED PERSONAL PENSION (SIPP) KEY FEATURES DOCUMENT
1. Introduction: Before you proceed with your SIPP we want you to be sure that you know what the decision will mean for you; what the plan is, how it works and what the risks are. This key features document
Options available when deciding to take pension benefits
Options available when deciding to take pension benefits You can now use the money that has built up in your pension fund to provide you with an income in retirement. An income can be provided in any of
Investment Funds ISA Application Form
Investment Funds ISA Application Form Please select one of the following: Lump sum Regular saver investment Combined lump sum and regular saver investment Before completing this application form please
HSBC Loyalty Cash ISA Application, Cash Transfers In and Reactivation Form
Online LISA Tax year 2014/15 For Bank use only HSBC Loyalty Cash ISA Application, Cash Transfers In and Reactivation Form Useful Guidance Please complete using black ink and BLOCK CAPITALS. Please initial
Retirement Lump Sum application information (Issued under sections 27, 149, 150, 151 and 213 of the Veterans Support Act 2014)
Retirement Lump Sum application information (Issued under sections 27, 149, 150, 151 and 213 of the Act 2014) Please read before you complete this form This application form is for veterans reaching the
New Generation Group AVC. Your application to transfer in
New Generation Group AVC Your application to transfer in New Generation Group AVC Your application to transfer in Your application to join Important: Only complete this form when you have read the Key
Expert Managed Solution ISA Transfer Form
Expert Managed Solution ISA Transfer Form How we will use your information Before continuing with this application, please read the information below which explains how we and others will use your personal
Uncrystallised Funds Pension Lump Sum Form
Uncrystallised Funds Pension Lump Sum Form SIPP form reference H199 Quick actions: ou should complete this form if you want to take an Uncrystallised Funds Pension Lump Sum. To convert a capped drawdown
New City Investment Manager (NCIM) ISA Application Form
New City Investment Manager (NCIM) ISA Application Form SECTION 1 Personal Details This application will relate to the Tax Year commencing 6 April 20 and to any subsequent consecutive tax years in which
Selected Investment Funds (SIF) Stocks and Shares ISA Transfer Form
HNTRIN Selected Investment Funds (SIF) Stocks and Shares ISA Transfer Form Notes on completing this form This Application Form should only be used for transferring existing cash ISAs and Stocks and Shares
Your guide to filling in the form
LEGAL & GENERAL INVESTOR PORTFOLIO SERVICE SELF DIRECTED NBS ONLINE INVESTMENTS TAX YEAR 2015/2016 ISA TRANSFER APPLICATION FORM. Complete and return this form to transfer an existing stocks and shares
Stocks and Shares ISA to Loyalty Cash ISA Transfer Form
Stocks and Shares ISA to Loyalty Cash ISA Transfer Form Useful Guidance Please complete using black ink and BLOCK CAPITALS. Please initial any alterations, as the use of correction fluid could invalidate
Flexible Retirement Plan Application form Personal Pension and Drawdown
Flexible Retirement Plan Application form Personal Pension and Drawdown Some important information before you start To apply for a Flexible Retirement Plan (FRP) you: must arrange the plan with advice
Benefits guide for the AJ Bell Investcentre SIPP
SIPP ISA GIA Benefits guide for the AJ Bell Investcentre SIPP SIPP ISA GIA Contents Introduction 3 SIPP benefits - the basics 3 Annuity, income drawdown and taxable lump sums - the commitments and risks
Pension Flexibility 2015
Pension Flexibility 2015 Who is likely to be affected? Individuals who have reached the normal minimum pension age, (normally age 55), who have money purchase pension savings in a registered pension scheme
Contents. Aims, commitments and risks. Questions and answers. Contributions. Transfers. Investments
SIPP ISA Dealing Junior ISA SIPP key features The Financial Conduct Authority is the independent financial services regulator. It requires us, AJ Bell Management Limited, to give you this important information
Changes relating to age 75 and flexible drawdown
October 2011 Registered pension schemes: Changes relating to age 75 and flexible drawdown This year s Finance Act makes a number of changes from 6 April 2011, concerning the impact that reaching age 75
HSBC Loyalty Cash ISA Application, Transfer and Reactivation Form
Online LISA Tax year 2013/14 For Bank use only CIN HSBC Loyalty Cash ISA Application, Transfer and Reactivation Form Useful Guidance Please complete using black ink and BLOCK CAPITALS. Please initial any
APPLICATION FOR A COLLECTIVE INVESTMENT ACCOUNT (CIA)
APPLICATION FOR A COLLECTIVE INVESTMENT ACCOUNT (CIA) Individual or joint applicants Financial adviser details Name of individual Name of firm Address and postcode of firm Financial Services *APIPC0700F*
Lump sum benefit payment request for your superannuation or account based pension
Lump sum benefit payment request for your superannuation or account based pension How to claim a benefit To claim a benefit you will need to complete the attached Benefit Payment Request and send it direct
Multi-Platform Open Annuity
Multi-Platform Open Annuity Application Form Powered by the London & Colonial... Upgradable, Capable, Flexible www.londoncolonial.com Multi-Platform Open Annuity Form To London & Colonial Assurance PLC:
Investment Dealing Account. Corporate Application form for advised clients only
Investment Dealing Account Corporate Application form for advised clients only How to complete this form Your adviser can also apply on your behalf for an Investment Dealing Account online at www.alliancetrustsavings.co.uk/adviser