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Request for FlexiAccess Drawdown Existing customers only on an advised basis 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

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How to fill out request for flexi-access drawdown

01
Contact your pension provider and request the necessary forms for flexi-access drawdown.
02
Fill out the forms completely and accurately, providing all required information and documentation.
03
Review the completed forms to ensure accuracy and completeness before submitting them to your pension provider.
04
Wait for your request to be processed by your pension provider, which may take some time.
05
Once approved, you can begin accessing your pension funds through flexi-access drawdown.

Who needs request for flexi-access drawdown?

01
Individuals who have reached the minimum pension age and wish to access their pension funds flexibly.
02
People who want to take income from their pension savings while keeping their pension invested.
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Request for flexi-access drawdown is a formal application made by an individual to access their pension funds in a flexible manner.
Individuals who have a pension scheme that offers flexi-access drawdown can file a request for it.
To fill out a request for flexi-access drawdown, individuals need to provide relevant personal and financial information as required by their pension scheme provider.
The purpose of request for flexi-access drawdown is to allow individuals to access their pension funds flexibly, taking lump sums or regular income as needed.
Information such as personal details, desired withdrawal amounts, bank account information, and any tax implications must be reported on a request for flexi-access drawdown.
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