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FAMILY ENTRUST FLEXIACCESS DRAWDOWN Phoenix Wealth, Self Invested Pensions, PO Box 1394, Peterborough, PE2 2TQ. When to use this form should be completed by: Members to provide us with instructions

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How to fill out flexi access drawdown form

01

Obtain the flexi access drawdown form from your pension provider.

02

Fill in your personal details such as name, address, National Insurance number, and date of birth.

03

Indicate the amount you wish to withdraw initially and whether you want regular withdrawals or ad-hoc withdrawals.

04

Specify how you want to invest your remaining pension funds.

05

Sign and date the form and return it to your pension provider.

Who needs flexi access drawdown form?

01

Individuals who have reached the minimum pension age and wish to access their pension funds flexibly.

02

Those who want to take income from their pension while keeping their funds invested.

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What is flexi access drawdown form?

Flexi access drawdown form is a form used to access money from a pension fund flexibly.

Who is required to file flexi access drawdown form?

Individuals who wish to access their pension funds flexibly are required to file the flexi access drawdown form.

How to fill out flexi access drawdown form?

To fill out the flexi access drawdown form, one must provide personal details, pension fund information, desired withdrawal amount, and beneficiary information.

What is the purpose of flexi access drawdown form?

The purpose of flexi access drawdown form is to allow individuals to withdraw money from their pension fund as and when needed.

What information must be reported on flexi access drawdown form?

The flexi access drawdown form must report personal details, pension fund details, withdrawal amounts, and beneficiary information.

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