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WITHDRAWAL FORM ON PREFERRED PPS Endowment Plan FUND & ON PRESERVATION PLANS PPS INVESTMENTS CLIENT SERVICE Center CONTACT DETAILS TEL: 0860 468 777 (0860 IN PPS) FAX: 021 680 3680 EMAIL: admin investments.co.ZA
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How to fill out pps vidrawal form

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How to fill out a PPS withdrawal form?

01
Obtain the form: Begin by obtaining a PPS withdrawal form from the relevant source, such as your employer or the PPS website. Make sure you have the most up-to-date version of the form.
02
Provide personal information: Fill in your personal details accurately, including your full name, contact information, PPS number, and any other required identification details. Ensure that all the information provided is correct and up-to-date.
03
Specify the reason for withdrawal: Indicate the reason for your withdrawal from PPS. Common reasons include retirement, emigration, death, or transfer to another pension scheme. Be sure to select the appropriate option and provide any additional information required.
04
Choose a withdrawal option: Select your preferred withdrawal option. This could be a lump sum, regular income payments, or a combination of both. Review the available options and determine the most suitable choice for your circumstances.
05
Provide banking information: If you have chosen the option for regular income payments, you will need to provide banking details for the payments to be deposited into. Ensure that you provide accurate and current bank account information to avoid any delays or issues.
06
Review and sign the form: Carefully review all the information you have provided on the form to ensure its accuracy. Sign and date the form in the designated areas, confirming that the information provided is true and accurate to the best of your knowledge.

Who needs a PPS withdrawal form?

01
Retirees: Individuals who are retiring from their employment and wish to withdraw their PPS contributions and benefits are required to complete a PPS withdrawal form. This form helps initiate the process of receiving their pension funds.
02
Emigrants: If you are permanently leaving Ireland and relocating to another country, you may be eligible to withdraw your PPS contributions. By completing the PPS withdrawal form, you can request the transfer or payment of your pension benefits.
03
Beneficiaries of deceased individuals: In the unfortunate event of someone's demise, their beneficiaries or next of kin may need to complete a PPS withdrawal form to claim and receive the pension benefits rightfully due to them.
04
Individuals transferring to another pension scheme: If you are planning to transfer your accumulated pension contributions to another pension scheme or provider, you will likely need to complete a PPS withdrawal form. This form facilitates the smooth transfer of your funds to the new scheme.
It is important to note that the specific eligibility criteria and requirements for using a PPS withdrawal form may vary depending on individual circumstances and the particular regulations of the PPS scheme. Therefore, always refer to the guidance provided on the form and consult with relevant authorities for accurate information regarding your specific situation.
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