Get The Brooklands Sipp - Illustration Request Form

Completing The Brooklands SIPP - Illustration Request Form is essential for outlining your retirement benefit options effectively. This guide provides a clear, step-by-step approach to assist users in filling out the form online, ensuring all necessary information is accurately provided.

Follow the steps to fill out the form accurately.

1. Press the ‘Get Form’ button to access the form and open it for editing.
2. In the 'Basic Details' section, provide your name, email address, date of birth, telephone number, and SIPP reference number. Ensure that the details are filled in using block capitals.
3. Select your preferred retirement date by indicating whether you wish to take benefits immediately, or specify a date by entering the day, month, and year.
4. In the 'Benefits' section, express your choice on withdrawal of funds. You can indicate if you want to take all your fund at once or some benefits now. If applicable, denote if the funds will be paid to a non-UK bank account.
5. If choosing to take some benefits now, specify the lump sum amount or the percentage of the fund value per annum that you wish to receive. Confirm the payment frequency (monthly, quarterly, bi-annually, annually, or one-off).
6. Specify your tax rate in the 'Tax Rate' field. The form assumes you are a basic rate taxpayer unless you indicate otherwise.
7. In the 'Opting Out Notice' section, review the illustrations you wish to receive and select accordingly.
8. Complete the 'General Declaration' section by acknowledging your understanding of the terms outlined, particularly regarding the validity of the illustrations over a 60-day period and the charges for additional illustrations.
9. In the 'Advice Declaration,' confirm your understanding of the limitations regarding financial advice provided by IVCM Heritage Trustees Limited.
10. Sign and date the form in the relevant fields. Ensure all information is complete and accurate before submission.
11. Once filled, users can save changes, download the completed form, print it for records, or share it via email as needed.

Complete The Brooklands SIPP - Illustration Request Form online today for a personalized benefits illustration.