Get Benefit Crystallisation Event Questionnaire - Pointon York

Filling out the Benefit Crystallisation Event Questionnaire is an essential step for users looking to take benefits from their pensions. This guide provides a clear, step-by-step process to ensure that you can complete the form accurately and efficiently.

Follow the steps to successfully complete the questionnaire.

1. Click the ‘Get Form’ button to obtain the Benefit Crystallisation Event Questionnaire and open it for editing.
2. Complete your personal details, including your forename(s), surname, date of birth, and membership number. Ensure that you use BLOCK CAPITALS throughout.
3. Provide proof of age by indicating if you have previously submitted documentation. If you have not, select and submit a valid document such as your original passport, birth certificate, or marriage certificate.
4. Indicate from which fund you would like to crystallise benefits by ticking the appropriate box: Protected Rights Fund Only, Non Protected Rights Fund Only, or Protected AND Non Protected Rights Funds Proportionately.
5. Select your required benefits. Indicate whether you are eligible for Flexible Drawdown and provide the necessary income details, including Tax Free Cash options and method of payment.
6. Input your income details, specifying if you want to take calculated GAD maximum income and your preferred income frequency (monthly, quarterly, annually).
7. Fill out your personal bank details to facilitate the payments. Include your bank name, account name, account number, and sort code.
8. Complete the Lifetime Allowance section, answering questions about previous Benefit Crystallisation Events and any registered protection you may have.
9. Sign and date the Member’s Declaration, confirming the accuracy of the information provided and acknowledging any associated risks.
10. If applicable, provide additional details and signatures if an Independent Financial Adviser is involved in the process.
11. Review the completed questionnaire for any errors or missing information, then save your changes. Download, print, or share the completed form as needed.

Take the next step and fill out your Benefit Crystallisation Event Questionnaire online.