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Request for FlexiAccess Drawdown Existing customers only execution only Application form (One SIPP or Portal Pension)Policy/account holder navigational Insurance NumberPolicy/subaccount number(s)Please

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How to fill out request for flexi-access drawdown

01

Gather all necessary information and documents such as your personal details, pension account information, and desired withdrawal amount.

02

Contact your pension provider or financial advisor to request a flexi-access drawdown form.

03

Fill out the form accurately, providing all requested information and ensuring it is signed and dated.

04

Submit the completed form to your pension provider or financial advisor for processing.

05

Await confirmation of your request and the payment of the desired withdrawal amount into your chosen account.

Who needs request for flexi-access drawdown?

01

Individuals who have a defined contribution pension scheme and wish to have more flexibility in how they access their pension savings may need to request for flexi-access drawdown.

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What is request for flexi-access drawdown?

Request for flexi-access drawdown is a formal application made by an individual to access their pension fund in a flexible manner.

Who is required to file request for flexi-access drawdown?

Individuals who have a defined contribution pension and are looking to access their pension funds flexibly are required to file a request for flexi-access drawdown.

How to fill out request for flexi-access drawdown?

To fill out a request for flexi-access drawdown, individuals need to provide personal details, pension details, desired withdrawal amounts, and choose how the remaining funds will be invested.

What is the purpose of request for flexi-access drawdown?

The purpose of requesting for flexi-access drawdown is to provide individuals with flexible access to their pension funds, allowing them to withdraw funds as needed while keeping the remaining invested for potential growth.

What information must be reported on request for flexi-access drawdown?

Information such as personal details, pension scheme details, requested withdrawal amounts, investment choices, and any beneficiaries must be reported on the request for flexi-access drawdown form.

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