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Get Choices Form Royal Mail Defined Contribution Plan - Zurich
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How to fill out the Choices Form Royal Mail Defined Contribution Plan - Zurich online
This guide provides clear instructions for completing the Choices Form for the Royal Mail Defined Contribution Plan managed by Zurich. Whether you are modifying contributions, investment selections, or your retirement age, this step-by-step approach will ensure your form is completed correctly and submitted successfully.
Follow the steps to fill out the Choices Form online
- Press the ‘Get Form’ button to access the Choices Form and open it in your chosen editor.
- Begin by entering your full name in block capitals, your home address, and postcode in the designated fields.
- Provide your telephone number, National Insurance number, date of birth, and pay number in the appropriate sections.
- Determine if you wish to change your regular contributions. If so, indicate your chosen contribution percentage of Pensionable Pay. If stopping voluntary contributions, enter zero in the space provided.
- If applicable, specify any one-off voluntary contributions by entering the amount in the correct box.
- For changing your Selected Retirement Age, indicate your desired age in the field provided, ensuring it is between 55 and 75.
- To modify how your investments are allocated, select the investment option suitable for you: either a specific Lifecycle option or the Do It Yourself route.
- If choosing the Do It Yourself option, specify the percentage of your Member Account you wish to allocate to each fund you are interested in. Ensure the total equals 100% for the form to be processed.
- Review all your provided information for accuracy before authorizing Zurich and your employer to execute your instructions by signing and dating the form.
- Once completed, save changes. You may download, print, or share the Choices Form as needed.
Start filling out your Choices Form online today to ensure your preferences are accurately submitted.
It's managed by a Trustee company – or corporate trustee – called Royal Mail Pensions Trustees Ltd. It has a board of Trustee Directors, who all act in the same way as individual trustees would. The Plan is divided into different sections depending on when you joined the Plan.
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