Get Nfu Mutual Oeic Withdrawal Form If You Want To Withdraw Funds From Your Oeic, Please Complete This

Withdrawing funds from your OEIC can be a straightforward process if you follow the right steps. This guide will help you complete the NFU Mutual OEIC Withdrawal Form accurately and effectively to ensure a smooth transaction.

Follow the steps to complete the withdrawal form.

1. Click the ‘Get Form’ button to access the NFU Mutual OEIC Withdrawal Form and open it in your preferred editor.
2. Fill in your full name or names as the owner or owners of the OEIC.
3. Provide your current address in the appropriate section.
4. Enter your contact telephone number to ensure the processing team can reach you if needed.
5. Indicate the type of plan you hold by ticking the corresponding box for existing plan or account number.
6. Select one of the options for withdrawal: either 'Please sell my entire holding' or specify the amount of shares or monetary value you wish to withdraw.
7. In the provided table, state the fund name(s) from which you want the withdrawal to be taken, along with the amount to be sold for each fund.
8. Choose your preferred method of payment by ticking the appropriate box: either 'Please send a cheque to my/our current address' or 'Please pay direct into my/our bank account.'
9. If you select bank transfer, fill in the name and address of your bank or building society, along with the sort code and account number.
10. List the name(s) of the account holder(s) as they appear on the bank account.
11. Review the important notes regarding minimum withdrawal amounts, potential capital gains tax, and the payment timeline.
12. Ensure all owners sign the form, providing their full name and signature, as required.
13. Once you have completed the form, save your changes and either download, print, or share the completed form as necessary.

Complete your NFU Mutual OEIC Withdrawal Form online today.