Get Additional Deposit Form (6852) - Standard Life - Advisors Standardlife

Filling out the Additional Deposit Form (6852) is a crucial step for policyholders looking to make additional deposits into their Standard Life accounts. This guide provides clear, step-by-step instructions to help you complete the form accurately and efficiently.

Follow the steps to successfully complete your form.

1. Press the ‘Get Form’ button to obtain the form and access it in your preferred editor.
2. Begin by filling out your policyholder/account information. Enter the date format as YYYY-MM-DD, and ensure all fields are accurate to avoid processing delays.
3. Select the product option applicable to your account—Ideal Term Fund, Ideal Segregated Fund, or Standard Life Mutual Fund—and input your contract/account number.
4. Provide your contractholder/planholder name clearly, as it should match your account records.
5. Fill in your investment instructions. Specify the fund name and number, along with the amount or percentage you wish to invest.
6. If investing in Mutual Funds, include the sales charge percentage for the Front Load, if applicable.
7. For those opting for the Joint Life Option, indicate that you understand a new application may be needed if this option is not previously set up.
8. Complete the series maturity date and life income date details as instructed, noting the defaults if no specific dates are selected.
9. Read and confirm that you have received all necessary information regarding the Ideal Income Series.
10. Sign and date the form as the contractholder/planholder. This signature confirms your intent and acknowledgment of the information provided.
11. Conclude your form by filling out the investment instructions for the Ideal Term Fund if choosing this option, specifying amounts, term, and interest particulars.
12. Finally, save your changes, download, print, or share the completed form as needed to finalize the submission process.

Complete your Additional Deposit Form online today to ensure a timely and efficient process.