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  • Full And Partial Cash-in Form - Pruadviser - Pruadviser Co

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DISF5254 08 13 DISF5254 08 13 20/08/2013 15:33 Page 1 Full and Partial Cash-In Form Full and Partial Cash-In Form Please use black ink and write in CAPITAL LETTERS or tick ? as appropriate. Any corrections.

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Our Flexible Investment Plan is a single premium investment bond that lets you invest your money in a range of different funds. You started your plan with a single premium. You can make additional premiums at any time. You can make regular and partial withdrawals, and you can cash in your plan at any time.

You can withdraw up to 5% each year of the amount you have paid into your bond without paying any immediate tax. This 5% limit is cumulative so any unused part can be carried forward to future years (the total can't be more than the amount paid in). If you take more than this you could create a tax liability.

To request a loan or withdrawal from your Prudential policy, or to perform a cash surrender of your policy, contact your Prudential professional, or call our Customer Service Center at 1-800-778-2255, Mon.-Fri., 8 a.m.-8 p.m. ET. Please have your policy numbers available when you call.

The Prudential Investment Plan is an investment bond where you can invest your money in a range of different funds that aim to increase the value of your investment over the medium- to long-term, so 5 to 10 years or more.

You can withdraw up to 5% each year of the amount you have paid into your bond without paying any immediate tax. This 5% limit is cumulative so any unused part can be carried forward to future years (the total can't be more than the amount paid in). If you take more than this you could create a tax liability.

Your plan will end when the life assured dies, or in the case of a joint life plan, when both lives assured have died. The plan will pay out 100.1% of the fund value or the guaranteed Return of Premium Death Benefit Option, if selected, whichever is the greater.

Withdrawing from a bond You can only access the money in a Fixed Rate bond or Fixed Rate e-Bond by closing it. If you close your account before the end of the term, you may have to pay an early access charge. You can find out what early access charges could apply in your account terms and conditions.

They help settle individual disputes between consumers and businesses providing financial services. You can top-up your bond at any time by completing the Top-Up Application Form and sending this to us along with your payment.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232