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Get International Prudence Bond Surrender Form
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How to fill out the International Prudence Bond Surrender Form online
Filling out the International Prudence Bond Surrender Form online can seem daunting, but with clear steps and guidance, you can navigate the process with ease. This guide will walk you through each section of the form to ensure that you provide the necessary information accurately.
Follow the steps to complete your form successfully.
- Click the ‘Get Form’ button to obtain the form and open it in the digital editor.
- Begin with Section A, where you need to enter your bond number. Ensure that you are the entitled holder of the bond and provide your name and telephone number here. If there are multiple bondholders, each must provide their signature.
- In Section B, select your option for a partial withdrawal or full cash-in. If opting for a partial cash-in, specify the number of policies you wish to cash or the amount you want to withdraw, ensuring you complete the funds table accordingly.
- For a full surrender, go to Section C and tick the box indicating your wish to cash in the entire bond. Ensure all necessary documentation is enclosed.
- Proceed to Section D, where you will add your payee details, including account information for funds transfer. Make sure to verify that the account belongs to the bondholder(s) to avoid delays.
- Complete any relevant details in Section E if your bond is under trust, providing the trustee's names and signatures.
- In Section F, if applicable, ensure any authorized person consents to the cash-in request. Collect all necessary signatures and address verifications where applicable.
- After completing the form, save your changes in the editor. You can choose to download, print, or share the form as needed before submitting it.
Complete your forms online with confidence and ensure all details are accurately filled out for prompt processing.
Whether or not you should cash in your investment bond will depend on your circumstances and your tax liability, as your gains may be liable to income tax. A financial adviser can help you calculate this to ensure you're not losing out.
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