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Get Aviva Annuity Application Form - Money Advice
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How to fill out the Aviva Annuity Application Form - Money Advice online
Filling out the Aviva Annuity Application Form - Money Advice online can be straightforward if you follow the right steps. This guide provides a detailed overview of each section of the application form, ensuring users can complete it accurately and efficiently.
Follow the steps to complete your annuity application with ease.
- Click the ‘Get Form’ button to download the Aviva Annuity Application Form - Money Advice and open it for editing.
- Begin with the 'Checklist of documents' section. Ensure you gather necessary documents such as your Personal Quotation, proof of age, and details of any required marriage certificates.
- Proceed to 'Personal Details'. Fill in the information for the Principal Annuitant including title, full name, date of birth, home address, and PPS Number.
- If applicable, complete the section for the Spouse or Civil Partner. Provide their title, name, date of birth, and relationship to the Principal Annuitant.
- In the 'Purchase Amount' section, indicate the single premium amount and the source of funds, selecting from options such as Personal Pension Plan or Approved Retirement Fund. Make sure to provide corresponding policy numbers if relevant.
- Complete the 'Type of Annuity' section by detailing the annuity start date, frequency of payment, guaranteed period, escalation rate, and any provisions for spouse or civil partner’s annuity.
- If applying for an Aviva Enhanced Annuity, fill out the 'Health & Lifestyle Questionnaire' with accurate information regarding health status and lifestyle habits.
- In the 'Bank Details' section, provide your current account number and bank details for payment processing. Ensure the account can accept Electronic Fund Transfers.
- Review and sign the 'Declaration' section. This portion confirms that all information is true and gives consent for information sharing as needed.
- Finally, check for completeness and accuracy, save your changes, and download the completed application form for submission to your financial broker.
Complete your Aviva Annuity Application Form - Money Advice online to secure your financial future.
While annuities are designed to provide income during retirement, you don't have to use your pension to buy one. You could use cash from savings, selling other investments, or even releasing equity in your home. Or you could use a combination of these alongside your pension.