Get Jupiter Withdrawal Form - Commshare

This guide provides detailed instructions on completing the Jupiter Withdrawal Form - CommShare. Whether you are selling part or all of your investments, follow these steps to ensure a smooth withdrawal process.

Follow the steps to fill out the Jupiter Withdrawal Form - CommShare online.

1. Click ‘Get Form’ button to obtain the form and open it in your document editor.
2. Provide your investor details using block capitals. Fill in your Jupiter unitholder number, title, first name(s), surname, permanent residential address, postcode, and daytime telephone number.
3. In the transaction details section, specify whether you wish to sell some or all of your holdings from either the Unit Trust or ISA. Select the appropriate option for your investment type.
4. If you selected Unit Trust, indicate if you wish to sell 100% of your holdings or a specific part. If selling part, provide the monetary amount, unit amount, or percentage of your current unitholding.
5. If you selected ISA, similarly indicate whether you will sell 100% of your ISA holdings or specify parts by monetary amount, unit amount, or percentage of your current holding.
6. For monthly regular savers, decide whether to continue or cancel your monthly savings contributions. Ensure to tick the appropriate box.
7. In the payment instructions section, select your preferred method of payment (cheque or telegraphic transfer). Fill in the necessary details depending on your selection.
8. Complete the declaration and signature section. Ensure all registered unitholders sign the form as required, providing their printed names and the date of signing.
9. Finally, return the original withdrawal form to Jupiter by mail. Ensure it is sent to the specified address and comply with the timing instructions for processing.

Start completing your Jupiter Withdrawal Form - CommShare online today to process your investment withdrawal smoothly.