Payment instruction form For investment bond onlyPage 1 of 13Policy number PolicyholderWhat we need before making a paymentTo take money out of your policy please fill in all of this form, including.
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How to use or fill out the EDM60812 - Payment Instruction Form (website Version) online
Filling out the EDM60812 - Payment Instruction Form is a straightforward process when done online. This guide will provide you with a step-by-step approach to ensure you complete the form accurately and efficiently.
Follow the steps to successfully complete your payment instruction form.
- Press the ‘Get Form’ button to obtain the form and launch it in your online editor.
- Begin by entering your policy number and the name of the policyholder in the designated fields.
- Provide your home address, including your postcode, to ensure proper communication.
- Enter your phone number along with the best time to contact you, ensuring timely responses to any inquiries.
- Indicate whether you allow an electronic third-party identity check by ticking the relevant box. This check is typically the fastest way to verify your identity.
- Specify whether you are requesting a full or partial surrender of your policy. For partial surrenders, enter the amount you wish to withdraw and select your withdrawal method.
- Complete the bank details section, providing your account holder name, account number, sort code, and relevant bank information.
- If applicable, provide details for foreign accounts, including the SWIFT/BIC code and IBAN account number.
- Choose your preferred method of payment—either direct credit or a cheque, ensuring to comply with all requirements listed for each method.
- Complete the declaration section. All policy owners must sign this section to confirm their consent for the payment.
- If any documents are missing, fill out the promise regarding lost documents, ensuring all policy owners sign and a witness is present.
- Once the form is fully completed, review all entries for accuracy before saving your changes, downloading, printing, or sharing the form as needed.
Complete your payment instruction form online today for a smooth processing experience.
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