Get M G Withdrawal Form

Filling out the M&G Withdrawal Form online allows you to efficiently redeem part or all of your holdings with M&G. This guide offers step-by-step instructions to ensure a smooth completion of the form.

Follow the steps to successfully complete the form.

1. Click 'Get Form' button to obtain the form and open it in the editor.
2. Begin by entering your registered details. This includes the names and titles of all holders, their designations if applicable, and the address. Use CAPITAL letters when filling out the fields.
3. In the 'Shares to be sold' section, specify the product type from the given options (e.g., ISA, OEIC). Additionally, include the share class, full names of the funds, share type, and number of shares to be sold or the amount you wish to raise.
4. Next, indicate your preference for how you want your money paid. This could be via cheque, electronic transfer, or reinvestment into an M&G Stocks and Shares ISA. Ensure you provide the necessary bank details if opting for electronic transfer.
5. In the 'Declaration' section, all holders must provide their signatures and specify their capacity where applicable. Ensure this section is signed completely to avoid processing delays.
6. Review the checklist to confirm all required fields are filled accurately, that all signatures are complete, and that no minimum balance requirements will be breached.
7. Finally, save your changes, download, print, or share the completed document as needed.

Complete your M&G Withdrawal Form online today for a hassle-free experience.