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Get the free Flexi-access Drawdown Conversion Form - Prudential ? - pruadviser co

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Flexi-access Drawdown Conversion Form Flexi-access Drawdown Conversion Form Please use black ink and write in CAPITAL LETTERS or tick ? As appropriate. Any corrections must be initialed. Please do
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How to fill out flexi-access drawdown conversion form

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How to fill out flexi-access drawdown conversion form:

01
Obtain the form: Contact your pension provider or visit their website to download the flexi-access drawdown conversion form.
02
Personal Information: Fill in your personal details such as your full name, address, date of birth, and National Insurance number.
03
Pension details: Provide the necessary information about the pension scheme you wish to convert to flexi-access drawdown, including the scheme name, account number, and the current value of the pension fund.
04
Conversion request: Indicate that you are requesting to convert your existing pension arrangement to flexi-access drawdown.
05
Income options: Select the desired income options, including whether you wish to take a regular income, take ad-hoc withdrawals, or a combination of both.
06
Nomination of beneficiaries: Specify the individuals who will receive your pension benefits in the event of your death. Provide their names, addresses, and relationship to you.
07
Authorisation and declaration: Sign and date the form to confirm that the information provided is accurate and that you understand the implications of converting to flexi-access drawdown.
08
Submit the form: Send the completed form to your pension provider via mail or submit it electronically, following their specific instructions.

Who needs flexi-access drawdown conversion form?

01
Individuals nearing retirement age who want more flexibility in accessing their pension funds.
02
Those who wish to take regular income payments or make ad-hoc withdrawals from their pension pot.
03
Anyone who wants to nominate specific beneficiaries to receive their pension benefits upon their death instead of following the default rules of the pension scheme.
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Flexi-access drawdown conversion form is a form used to convert existing pension funds into flexi-access drawdown funds.
Individuals who wish to convert their pension funds into flexi-access drawdown funds are required to file the form.
The form can be filled out online or in paper format, and must include personal details, pension fund information, and choices for investment options.
The purpose of the form is to allow individuals more flexibility in accessing their pension funds while in retirement.
The form must include personal details, pension provider information, fund value, and choices for investment options.
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