Get Pip Application Form - Pruadviser - Pruadviser Co

Filling out the PIP Application Form can be an essential step in securing your Prudential Investment Plan. This guide offers clear and detailed instructions to help you navigate the form efficiently, ensuring that all necessary components are completed accurately.

Follow the steps to complete your application form online.

1. Click ‘Get Form’ button to access the PIP Application Form - PruAdviser - Pruadviser Co.
2. Complete Section 1, providing personal details of the person(s) to be covered. Make sure to use black ink, write in capital letters, and tick the appropriate boxes while ensuring all mandatory fields are filled.
3. In Section 2, provide the details of your investment, including the total payment you are making and any set-up adviser charges. Ensure that the net amount to be invested meets the minimum requirement.
4. Choose your investment funds in Section 3. Specify the percentage allocation for each fund while ensuring the total equals 100%. If applicable, address the PruFund Protected Fund selection and the guarantee term in subsequent sub-sections.
5. If opting for ongoing adviser charges in Section 4, indicate your choices clearly, including the agreed percentage or fixed amount, and the frequency of these payments.
6. If applicable, specify the regular withdrawal details in Section 5, including the amount and frequency of withdrawals desired.
7. Complete optional features in Section 6, such as programmed switching or automatic rebalancing, if these services are intended.
8. Provide personal information about the applicant(s) in Section 8, ensuring all required fields are completed accurately for compliance.
9. In Section 9, read and sign the declaration, confirming all information is correct and consenting to data processing.
10. Once completed, save your changes and ensure that you have addressed all mandatory sections before submitting your form online or sending it in the prepaid envelope.

Take the next step in your investment journey by completing the PIP Application Form online today.