Get Arf/amrf Application Form - Aviva.ie

Filling out the ARF/AMRF Application Form online can be streamlined and efficient. This guide provides clear, step-by-step instructions to assist you in completing the form accurately and comprehensively.

Follow the steps to complete the ARF/AMRF Application Form online.

1. Click ‘Get Form’ button to obtain the ARF/AMRF Application Form and open it in the editor.
2. Begin by entering the financial broker details, including your agency number, name, email address, and phone number. Make sure to fill these sections in BLOCK CAPITALS.
3. Provide your personal details, including title, first name, surname, date of birth, gender, and relationship status. Additionally, fill in your address and email. If you prefer to receive policy documents online, select the corresponding option.
4. Next, indicate the product details by selecting the type of retirement fund you are applying for (ARF, AMRF, or both) and specify the option you choose. Ensure you provide a valid phone number and PPS number.
5. If applying for an ARF, confirm your eligibility status by answering relevant questions regarding any existing AMRF and specify your guaranteed pension income, if applicable.
6. In the policy details section, enter the policy start date and the investment amount for both ARF and AMRF. Make sure the total percentage for fund choices equals 100%.
7. For ARF investors, select your regular income preferences from the available options (imputed distribution or optional regular withdrawal) and provide your bank details for payments.
8. Read the data protection notice carefully and complete the declarations section. Ensure you understand your rights regarding personal information.
9. Finally, review the entire form for accuracy. Once satisfied, you can save the changes, download the form, print it, or share it as necessary.

Complete your ARF/AMRF Application Form online today to manage your retirement investments effectively.