Get the free Flexi Access Conversion Form - Curtis Banks

BENEFIT REQUEST FORM CONVERT CAPPED TO FLEXI-ACCESS DRAWDOWN This form should be completed and returned to Curtis Banks Ltd if you wish to convert your pension from Capped Drawdown to Flexi-Access

How to fill out flexi access conversion form

How to fill out flexi access conversion form:

1. Start by gathering all necessary information and documents, such as your personal details, pension scheme details, and current pension value.
2. Read the form carefully and ensure you understand each section before filling it out.
3. Begin by providing your personal details, including your full name, address, and contact information.
4. Move on to the section where you need to provide information about your pension scheme, such as the scheme name, policy number, and the date the pension scheme was established.
5. Fill in the relevant details regarding your current pension value, including the cash equivalent transfer value and the total pension fund value.
6. Next, proceed to the section where you select the flexi access options you wish to apply for. This may include options like taking a lump sum, regular income withdrawals, or leaving the pension invested.
7. Make sure to sign and date the form once you have completed all the relevant sections.
8. If required, attach any supporting documentation or additional forms as instructed.
9. Finally, review the form to ensure all information is accurate and complete before submitting it to the appropriate pension provider or authority.

Who needs flexi access conversion form:

1. Individuals who have a defined contribution pension scheme and wish to access their pension flexibly.
2. People who are approaching retirement age and want to explore their options for income withdrawal or lump sum payments.
3. Individuals who want to transfer their pension funds to another scheme that offers flexi access options.

For pdfFiller’s FAQs

What is flexi access conversion form?

Flexi access conversion form is a document that allows individuals to convert their pension savings into a flexible income stream.

Who is required to file flexi access conversion form?

Individuals who want to access their pension savings in a flexible manner are required to file the flexi access conversion form.

How to fill out flexi access conversion form?

The flexi access conversion form can be filled out by providing personal details, pension account information, and selecting the desired flexible income options.

What is the purpose of flexi access conversion form?

The purpose of the flexi access conversion form is to give individuals the option to access their pension savings in a flexible way, such as through income drawdown or lump sum withdrawals.

What information must be reported on flexi access conversion form?

The flexi access conversion form must include personal details, pension account information, desired flexible income options, and any beneficiary information.

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