Get Cofunds Withdrawal Form

Completing the Cofunds Withdrawal Form online is a straightforward process designed to facilitate your investment withdrawal. This guide will walk you through the essential steps required to complete the form accurately and efficiently.

Follow the steps to fill out the Cofunds Withdrawal Form online

1. Press the ‘Get Form’ button to access the Cofunds Withdrawal Form and open it in your chosen editor.
2. In the Adviser/Intermediary Details section, enter the Cofunds Intermediary Authorisation Code if applicable. This section is for advisor use only.
3. Complete the Personal Details section, including your existing Cofunds Client Reference, designation, surname or company name, and full first name(s) in block capitals.
4. If applicable, provide information about Joint Holders. Ensure that all joint holders complete this section similarly, providing their names and designations.
5. In the Withdrawal Instruction section, select where you want your withdrawal to be sent. You can choose to have funds sent to your Cofunds Cash Account, a nominated bank account, or receive a cheque by ticking the relevant box.
6. If you select the BACS transfer option, enter your nominated bank account details, including the account number, account holder's name, bank name, and branch sort code.
7. Specify the Withdrawal Details by indicating the fund(s) you wish to sell. You have options for both partial or full sales, and you must indicate how you want your investment withdrawn if it's not proportionately across funds.
8. In the Authorisation section, all joint holders must sign and date the form to authorize the withdrawal request.
9. Finally, review all sections for accuracy, and once complete, save your changes. You can download, print, or share the completed form as needed.

Complete your Cofunds Withdrawal Form online today for a smooth withdrawal experience.