Get Henderson Investment Funds Withdrawal Form

This guide provides a detailed overview of how to accurately complete the Henderson Investment Funds Withdrawal Form online. By following these steps, users will ensure a smooth submission process to withdraw from their investment effectively.

Follow the steps to successfully complete the withdrawal form.

1. Click ‘Get Form’ button to access the Henderson Investment Funds Withdrawal Form and open it in your preferred editor.
2. In Section 1, provide your personal information. Fill in details including your title, full name (surname and first name(s)), daytime telephone number, email address, account designation (if applicable), permanent residential address, registered name if it's not an individual, postcode, and account number. Ensure this information is completed accurately and in BLOCK CAPITALS.
3. Move to Section 2 to indicate your investment selection. Select whether you wish to sell 100% of your ISA or Non-ISA holding, or if you prefer to sell a partial amount. Specify the fund(s) you wish to withdraw from along with the respective monetary amount, unit/share amount, or percentage of total investment.
4. If applicable, in Section 3, decide whether to continue your Direct Debit following this withdrawal. Select 'Yes' or 'No' based on your preference.
5. In Section 4, provide your bank details to ensure that the proceeds of your withdrawal are paid directly into your bank account. Fill in the bank/building society name, account name, the address of the bank/building society, the account number, branch sort code, building society roll number (if applicable), and the postcode. Make sure you are the named account holder as third-party payments cannot be made.
6. Review Section 5 for important notes and ensure all required fields are completed to prevent any delays in processing your withdrawal. Verify that you have filled in all sections accurately, especially if there are multiple holders or if you have checked the continuity of your Direct Debit.
7. Finalize by signing and dating the Declaration in Section 6 to authorize the withdrawal. Ensure that all joint applicants sign as required.
8. After reviewing the completed form for accuracy, save your changes. You now have the option to download, print, or share the form as needed before submission.

Complete your Henderson Investment Funds Withdrawal Form online today for a seamless withdrawal experience.