Get M&g Withdrawal Form - M&g Investments

Filling out the M&G Withdrawal Form is a straightforward process that allows users to redeem part or all of their investments with M&G. This guide offers step-by-step instructions to ensure your form is completed accurately and efficiently.

Follow the steps to successfully complete the M&G Withdrawal Form.

1. Click ‘Get Form’ button to obtain the M&G Withdrawal Form and open it in the document editor.
2. Begin by entering your registered details in the first section. This includes indicating if there are any additional holders, providing your M&G client reference, and filling in the full names and designations of all holders. Use capital letters and complete each field accurately.
3. Move to the second section titled 'Shares to be sold.' Here, specify the product type by selecting from the provided options like ISA or OEIC. Next, enter the full names of the funds and indicate the share class, share type, and specify either the number of shares to be sold or the amount you wish to redeem.
4. In section three, choose how and where you want your funds to be paid. Options include a cheque payable to the first named holder or an electronic transfer. Provide the necessary bank details if you select an electronic transfer option, ensuring you attach an original void cheque or recent bank statement for verification.
5. Complete the declaration in section four. All holders must sign and state their capacity if applicable. Ensure signatures are dated.
6. Before submitting the form, review all entries for accuracy. Confirm that all sections have been filled and that all required signatures are included. Then, save the document, download it for your records, and prepare to send it to the specified address.

Complete your M&G Withdrawal Form online today to manage your investments efficiently.