Get M G Withdrawal Form For Executor Personal Representative

Completing the M G Withdrawal Form For Executor Personal Representative is an essential step in managing the deceased's holdings with M&G. This guide will provide clear instructions on how to successfully fill out the form online, ensuring you can navigate the process with ease.

Follow the steps to successfully complete the form

1. Click ‘Get Form’ button to obtain the form and open it in the online editor.
2. Begin by entering the registered details of the deceased person. Ensure to provide the M&G Client Reference, followed by selecting the title (Mr, Mrs, Miss, Ms, Other), and filling in the forename(s), surname, designation (if applicable), address, and postcode.
3. Next, fill in the Executor/Personal Representative details. Provide information for the first Executor/Personal Representative, including title, forename(s), surname, address, postcode, and contact numbers (home, work, and mobile), along with their email address. Repeat this for any additional Executors or Personal Representatives.
4. In the 'Shares to be sold' section, specify the product type by entering one of the following options: ISA, Ex Mini ISA, Ex PEP ISA, APS ISA, OEIC, or Savings Plan. Further, indicate the share class and the full names of the funds involved. Specify whether to delete shares or indicate the number of shares to be sold or the amount you wish to raise.
5. Provide instructions on how you would like the proceeds to be paid. Choose between various options such as a cheque made payable to the first named Executor/Personal Representative, reinvesting into an M&G fund, or direct payments to Executors/Solicitors. Complete the necessary bank details if applicable.
6. In the Declaration section, all Executors/Personal Representatives must sign and indicate their capacity. Ensure that signatures and dates are properly filled out for each relevant person.
7. Once all sections have been completed, review your form for accuracy. Then save any changes, and make sure to download or print the form if necessary before sending it to M&G Group at the specified address.

Start the process of completing your documents online today.