Get Enhanced Pension Annuity Quotation Request Form 2020

Filling out the Enhanced Pension Annuity Quotation Request Form 2020 online is a crucial step in securing your pension benefits. This guide provides a clear, step-by-step approach to ensure that you complete the form accurately and thoroughly, thereby facilitating an accurate quotation.

Follow the steps to complete the form effectively.

1. Press the ‘Get Form’ button to access the form and open it in your preferred viewer.
2. Begin with Section 1, Personal Details. Fill in your title, name, date of birth, and contact information using black ink and capital letters. Ensure that you include your National Insurance number and marital status.
3. Next, provide information about your dependant, including their title, name, gender, and other personal details in the respective fields.
4. Proceed to Section 2, the Medical Assessment Form. Here, detail your height, weight, and any significant health information. Be thorough in answering questions about smoking habits and alcohol consumption, as this affects your quotation.
5. Continue with any required medical questionnaires based on your health history. It is essential to describe your health and any pertinent medical conditions accurately.
6. If applicable, include any additional medical conditions or treatments required and ensure to attach any required supporting documentation if prompted.
7. Have your financial adviser complete Sections 3 and 4 if you have one. They will provide important financial details and advice regarding your pension.
8. Review all sections for accuracy and completeness, especially the Declaration and Consent page at the end of Section 2. Ensure all signatures are in place before submission.
9. Once all sections are satisfactorily completed, you can save your changes, download the form, print it, or share it as necessary.

Complete your Enhanced Pension Annuity Quotation Request Form online today to secure your pension benefits.