Get Sterling Investment Bond Fund Switch Form

The Sterling Investment Bond Fund Switch Form allows users to change their fund choices efficiently. This guide will provide a comprehensive overview of how to complete this form online, ensuring clarity and ease of navigation for all users.

Follow the steps to complete the Sterling Investment Bond Fund Switch Form online.

1. Press the ‘Get Form’ button to access the Sterling Investment Bond Fund Switch Form and open it in your preferred editor.
2. In the personal details section, fill in the required information including your name, bond number, and daytime contact number. Ensure all details are accurate to avoid processing delays.
3. Proceed to the section labeled 'Funds to switch out of.' Specify which funds you wish to sell and indicate the percentage to withdraw from each fund. Remember to use whole percentages only, and ensure your instructions are clear.
4. Next, fill out the 'Funds to switch in to' section. State the funds you would like to purchase with the proceeds from the funds sold. Ensure the total percentage equals 100% and use whole percentages.
5. If switching to the Distribution or Distribution 2 fund, complete section 2 by selecting whether you want to take the distribution payments. Indicate your preference for when the first payment should occur.
6. In the bank details section, provide the necessary information for where distribution payments should be deposited, including the bank name, branch, sort code, and account information.
7. Review the authority section on page 3. Ensure all necessary signatures are provided by the bondholders or trustees as required. Without these signatures, your request cannot be processed.
8. Once all sections are completed and reviewed for accuracy, save, download, or print the form as needed. You can then send it to Sterling using the provided mailing address, fax number, or email.

Complete your Sterling Investment Bond Fund Switch Form online today for a seamless fund switching experience.