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FlexiAccess Drawdown Conversion Form This form should be used to request your Capped Drawdown Plan is converted to FlexiAccess Drawdown, if you are also taking additional benefits such as pension

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How to fill out capped drawdown income request

01

Contact your pension provider and request a capped drawdown income request form.

02

Fill out personal details such as your name, address, date of birth, and pension account number.

03

Indicate the amount you wish to withdraw as income, keeping in mind the capped limits set by HM Revenue and Customs.

04

Sign and date the form, and submit it to your pension provider for processing.

05

Wait for confirmation of your capped drawdown income request being approved and the funds being released to you.

Who needs capped drawdown income request?

01

Individuals who have a pension fund and are eligible for capped drawdown arrangements may need to fill out a capped drawdown income request form.

02

This may include retirees who wish to access their pension savings in a flexible manner while adhering to the capped limits set by HM Revenue and Customs.

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What is capped drawdown income request?

Capped drawdown income request allows individuals to take income from their pension while keeping the remaining funds invested.

Who is required to file capped drawdown income request?

Individuals who have reached the minimum pension age and have a defined contribution pension.

How to fill out capped drawdown income request?

To fill out a capped drawdown income request, individuals need to contact their pension provider and follow their specific process.

What is the purpose of capped drawdown income request?

The purpose of capped drawdown income request is to provide a flexible way for individuals to access their pension savings.

What information must be reported on capped drawdown income request?

The capped drawdown income request must include the desired income amount, frequency of payments, and any investment strategy preferences.

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