Get Nucleus Offshore Bond Withdrawal/surrender ... - Nucleus Financial

Filling out the Nucleus Offshore Bond Withdrawal/surrender form requires careful attention to detail to ensure proper processing of your request. This guide provides step-by-step instructions to assist you in completing the form accurately and efficiently.

Follow the steps to successfully complete your withdrawal or surrender request.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering your client details. Provide your name as the policyholder and your Nucleus account number. Make sure to include your current residential address and postal code.
3. Indicate your withdrawal option by ticking the appropriate box for either full surrender or partial surrender, stating the number of segments to be surrendered if applicable. Each bond consists of 100 equal segments.
4. If submitting for a partial surrender, enter the required amount and confirm how you wish this to be withdrawn, whether across all policy segments or from specified segments.
5. Complete the income details section by selecting your income preference, specifying a regular withdrawal amount, payment frequency (monthly, quarterly, annually), and your preferred start date.
6. In the payment instructions section, provide the last four digits of the bank account associated with your Nucleus wrap where you would like payments to be made.
7. Review the authorisation statement carefully. Sign and date the form as the policyholder or trustee, ensuring that all required signatures are included.
8. Include any original Offshore Bond policy documents and endorsements if required for a full surrender or whole segment surrender.
9. State the reason for your bond surrender in the designated space.
10. Once all sections are completed, review your form for accuracy. You can then save changes, download, print, or share the form as needed.

Take the next step towards managing your investment by completing the withdrawal or surrender form online.