Get Additional Transfer Payment Form - Aegon - Aegon Co

Filling out the Additional Transfer Payment Form is a crucial step for those looking to make an additional transfer to their Group Personal Pension plan with Aegon. This guide provides clear and step-by-step instructions to ensure that users can complete the form accurately and efficiently.

Follow the steps to successfully complete the form.

1. Press the ‘Get Form’ button to acquire the Additional Transfer Payment Form. This will allow you to open the form in the editing environment of your choice.
2. Begin by completing Part A, which contains your personal details. Fill in your permanent home address in BLOCK CAPITALS and ensure all details are accurate including date of birth, full name, and title.
3. In section 2, indicate the amount of transfer payment you wish to make. You will also need to specify the exact fund name for your investment choice. Ensure that this is correct to guarantee proper allocation.
4. Move to section 3, where you will provide details about the transferring scheme. It is important to accurately complete known information including the scheme administrator’s name and address.
5. If applicable, complete section 4 regarding entitlement to protection of benefits. If you have enhanced or fixed protection, confirm that the transfer is permitted to retain these benefits.
6. Sections 5 and 6 focus on the source of wealth and source of funds, especially important if your transfer payment is coming from a recognized overseas pension scheme. Provide full and accurate details.
7. Complete the charge deduction instruction in section 7 if you are authorizing adviser charges. Make sure to specify whether these are initial adviser charges or consultancy charges.
8. Finally, in section 8, complete the applicant’s declaration. Carefully read each point before signing and dating the form. Ensure all entries are truthful and complete.
9. Once all sections are filled, review the entire form for accuracy. Make any necessary corrections before submitting.
10. You may then save changes, download, print, or share the completed form as required.

Complete your Additional Transfer Payment Form online now to ensure your financial arrangements are in order.