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PHOENIX LIFE 301 ST VINCENT STREET GLASGOW G2 5AB 0345 305 5552 www.phoenixlife.co.uk Notification of name change Please print, complete, sign and date this form and send it to us at the above address.

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How to fill out the Phoenix Life Glasgow online

Filling out the Phoenix Life Glasgow form can be straightforward with the right guidance. This guide provides step-by-step instructions to assist you in completing the notification of name change effectively.

Follow the steps to successfully complete the form online.

  1. To initiate the process, press the ‘Get Form’ button to access the form that needs to be completed.
  2. Begin by entering the policyholder's new details. Provide the required information under 'Policyholder 1' and, if applicable, 'Policyholder 2'. This includes the forename, surname, gender, and policy or scheme number.
  3. Fill in the current address details. Include the house name or number, address line 1, address line 2, town, county, postcode, and country.
  4. Next, provide the contact information, including the contact telephone number and email address. This information is essential for communication regarding your application.
  5. In the signature section, ensure that both policyholders provide their former signatures followed by their new signatures. This step is crucial for verifying the name change.
  6. Indicate the date of signing the form. This timestamp is necessary for record-keeping.
  7. Prepare the original or certified documents that support the name change request. Depending on the reason for the name change, include the relevant documents as specified. Remember, photocopies are not acceptable.
  8. If you prefer to be contacted via mail regarding your application, select the provided option by ticking the confirmation box.
  9. Finally, review all sections for accuracy, and then save your changes. You may choose to download, print, or share the completed form as necessary before submitting it to Phoenix Life at the designated address.

Start completing your Phoenix Life Glasgow document online today for a seamless experience.

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Phoenix Life Assurance Limited was previously known as Pearl Assurance Limited. Its name was changed on 28 September 2012 to reflect the fact that the enlarged company is a key part of the Phoenix Group. On 30 September 2012, all London Life Limited policies transferred to Phoenix Life Assurance Limited.

You can usually cash in your Phoenix Life pension and take the whole amount as a single lump sum once you reach age 55. A quarter of your pension pot can usually be taken tax free the rest will be subject to income tax.

Alba Life's origins date back via the Life Association of Scotland Limited to 1838 and via the Foreman and Staff Mutual Benefit Society and Crusader Insurance to the turn of the 20th century. Britannia life closed to new business in 1998 and was acquired by Britannic Assurance in 1999 changing its name to Alba Life.

Phoenix Life Limited On 30 June 2015, we transferred all the policies of National Provident Life Limited to Phoenix Life Assurance Limited.

With around 13.8 million policies and £324bn of assets under administration, the Phoenix Group is the UK's largest long-term savings and retirement business. At Phoenix Life we are committed to improving outcomes and experiences for customers and to put them at the heart of what we do.

Staff and General Enquiries If you want to speak to a named individual or department within the Group, please call 020 3567 9100.

In September 2015, Phoenix announced they were being acquired by Nassau Reinsurance Group, a privately held company, for $217.2 million. The acquisition closed on June 20, 2016 and Phoenix became a private company.

Phoenix Life Limited On 30 June 2015, we transferred all the policies of National Provident Life Limited to Phoenix Life Assurance Limited. On 30 September 2013, certain pension annuities transferred from Phoenix Life Limited to another UK life insurance company, Guardian Assurance Limited.

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