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LIFE INSURANCE Aditya Barley Sun Life Insurance Company LimitedPROTECTING INVESTING FINANCING ADVISINGOpen Market Option Form All the information is to be filled in BLOCK LETTERS. Policy Number:Date:EIA
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01
Read the instructions provided with the open market option form.
02
Gather all the necessary information, such as your pension details and preferences.
03
Fill out the personal information section of the form, including your name, address, and contact details.
04
Provide your pension details, including the scheme name, policy number, and current value.
05
Indicate your preferred pension provider by writing their name and contact details.
06
Specify the amount you wish to transfer or the percentage of your pension fund.
07
Sign and date the form to confirm your consent and understanding.
08
Submit the completed form to your current pension provider.

Who needs open market option form?

01
Individuals who are approaching retirement age and have a pension scheme.
02
Those who wish to explore options beyond their current pension provider.
03
People who want to transfer their pension to a different provider for better investment opportunities or higher income.
04
Anyone looking to take advantage of the flexibility and choice offered by the open market option.
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An open market option form is a form that allows individuals to choose how to access their pension savings.
Individuals who are in the process of accessing their pension savings are required to file open market option form.
The open market option form can be filled out by providing personal information, details of pension savings, and selecting the desired pension access option.
The purpose of open market option form is to give individuals the flexibility to choose how they want to access their pension savings.
The open market option form must include personal information, details of pension savings, and the selected pension access option.
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