Form preview

Get the free Fund Switch and Premium Redirection Form - Aviva.com.sg

Get Form
*CHG ILP* Fund Switch/Premium Redirection Form CUSTOMER KNOWLEDGE ASSESSMENT Clients Name ERIC/Passport No. Contact Details (H) (HP) Policy Number (O) Email Address It is important to find out if
We are not affiliated with any brand or entity on this form
4,4
98,753 Reviews
4,5
11,210 Reviews
4,6
715 Reviews
4,6
789 Reviews

Get, Create, Make and Sign fund switch and premium

Edit
Edit your fund switch and premium form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your fund switch and premium form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit fund switch and premium online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Here are the steps you need to follow to get started with our professional PDF editor:
1
Create an account. Begin by choosing Start Free Trial and, if you are a new user, establish a profile.
2
Upload a document. Select Add New on your Dashboard and transfer a file into the system in one of the following ways: by uploading it from your device or importing from the cloud, web, or internal mail. Then, click Start editing.
3
Edit fund switch and premium. Rearrange and rotate pages, insert new and alter existing texts, add new objects, and take advantage of other helpful tools. Click Done to apply changes and return to your Dashboard. Go to the Documents tab to access merging, splitting, locking, or unlocking functions.
4
Get your file. Select the name of your file in the docs list and choose your preferred exporting method. You can download it as a PDF, save it in another format, send it by email, or transfer it to the cloud.

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
Learn more about security & compliance
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out fund switch and premium

Illustration

How to fill out fund switch and premium:

01
Begin by gathering all the necessary documents. This typically includes your policy information, investment account details, and any relevant identification documents.
02
Start by filling out the fund switch form. This form allows you to transfer funds from one investment option to another within your policy. Carefully review the form and provide all the required information, such as the name of the investment options involved, the desired percentage or amount to be switched, and any specific instructions or restrictions.
03
Next, proceed to the premium section. Here, you will need to provide details about the premium payments you wish to make. This may involve indicating the payment frequency (e.g., monthly, quarterly, annually), the payment amount, and any specific instructions regarding premium allocation or redirection.
04
Once you have completed the necessary sections, review the form to ensure accuracy. Double-check all the information provided, including policy numbers, fund names, and payment amounts.
05
Sign and date the form where indicated. Your signature validates the instructions you have provided and confirms that you understand the consequences and terms associated with the fund switch and premium payment.

Who needs fund switch and premium?

01
Individuals who have insurance policies or investment accounts with flexible investment options are likely to need a fund switch. It allows them to reallocate their funds based on changing financial goals, market conditions, or investment preferences.
02
Policyholders who wish to make changes to their premium payments, such as adjusting the amount, frequency, or allocation, may require the premium section. This allows them to tailor their premium payments to better suit their financial circumstances or long-term objectives.
03
Investors who want to maximize the potential returns of their investments or adjust their risk exposure may benefit from a fund switch. It provides the opportunity to move funds between different asset classes, sectors, or investment strategies as desired.
Overall, anyone with an insurance policy or investment account that offers fund switch and premium flexibility can benefit from understanding how to fill out the necessary forms and utilize these options effectively.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.0
Satisfied
51 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

It's simple using pdfFiller, an online document management tool. Use our huge online form collection (over 25M fillable forms) to quickly discover the fund switch and premium. Open it immediately and start altering it with sophisticated capabilities.
Get and add pdfFiller Google Chrome Extension to your browser to edit, fill out and eSign your fund switch and premium, which you can open in the editor directly from a Google search page in just one click. Execute your fillable documents from any internet-connected device without leaving Chrome.
The pdfFiller app for Android allows you to edit PDF files like fund switch and premium. Mobile document editing, signing, and sending. Install the app to ease document management anywhere.
Fund switch is the process of transferring investments from one mutual fund to another, while premium is an additional amount paid for an insurance policy.
Individuals or entities who have made fund switches or paid premiums for insurance policies are required to file fund switch and premium.
Fund switch and premium forms can typically be filled out online or by mail, following the instructions provided by the financial institution or insurance company.
The purpose of fund switch is to reallocate investments to potentially achieve better returns, while the purpose of paying a premium is to secure an insurance coverage.
Information such as account details, investment amounts, fund names, premium amounts, policy details, and personal information may need to be reported on fund switch and premium forms.
Fill out your fund switch and premium online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview

Fund Switch And Premium is not the form you're looking for?Search for another form here.

Related Features

Finish Logo in the Summer Camp Physical Form with ease
Finish Logo in the Trainee Daily Progress Report with ease
Cancel Trademark in the Indemnification Agreement with ease
Cancel Trademark in the Peer Review Report with ease
Remove Emblem in the Service Invoice Template with ease

Relevant keywords

2005 Aviva Ltd GST Redirection CKA 2013-FWPD ILPFORM 196900499K 20-0103470-W MR-8500166-8 SGX Shenton 200103470W Assignee CHGILP licensee ILP CPLA NRIC FAA refrains 12pm Conveyancing gChartered CFA ACCA Computational CIS undischarged contravenes

Related Forms

Form preview
Doc Code: PGEA
Doc code: plea document description: request for exp band for refund or to avoid pub
Fill Now
Form preview
pto sb421 form
Doc code: req.mis.part document description: certification and request for missing parts pilot pto/sb/421 (12-10) certification
Fill Now
Form preview
REQUEST FOR FIRST-ACTION INTERVIEW - U.S. Patent and ... - uspto
Doc code: fai.req document description: request first action interview pto/sb/413c (07-09) approved for use through
Fill Now
Form preview
PTO/SB/413C
This document is a request form for a first action interview in a patent application.
Fill Now
Form preview
PEER.CONSENT
Certification and request to participate in fy 2011 pilot program concerning public submission of peer
Fill Now
Form preview
request to transfer computer readable form
Doc code: crf.turns.req document description: request for transfer of a computer readable form pto/sb/93 (03-10)
Fill Now
Form preview
PTO/SB/425
This form is used to request relief due to the events of march 11, 2011,
Fill Now
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.