Get Skiptonfa

Filling out the Skiptonfa form online can streamline the process of encashing your investments. This guide provides clear, step-by-step instructions on how to complete each section of the form accurately and efficiently.

Follow the steps to complete your Skiptonfa online form.

1. Click the ‘Get Form’ button to access and open the Skiptonfa form in your preferred online editor.
2. Begin by entering your customer name, postcode, and reference number in the designated fields at the top of the form.
3. Decide how much you want to encash from your cash account. You can choose to withdraw 100% of the cash account or specify a different amount.
4. Specify the type of investment you wish to encash. Options include ISA, investment funds, or both. Indicate if you want to encash all holdings or partially encash specific amounts from selected funds.
5. If opting for partial encashment, select either 'Equally' or 'Proportionately.' Fill out the respective fields for fund names and amounts you wish to encash, ensuring that the amounts are correct.
6. Acknowledge the fluctuations in values by checking the relevant box, indicating your understanding that values may change before processing.
7. Provide detailed information on how you would like to receive your proceeds, either through a cheque or BACS to your nominated bank account. Make sure to fill out the bank name, account name, account number, sort code, and roll number if applicable.
8. All account holders must sign the declaration section, confirming authorization for the encashment. Ensure all connected parties sign and date the form.
9. Review all the information provided for accuracy. Once satisfied, save your changes, download the completed form, or print and share it as needed.

Complete your Skiptonfa form online today to ensure your encashment is processed swiftly.