Get Additional Contribution Form - Aj Bell Platinum

This guide provides step-by-step instructions for completing the Additional Contribution Form - AJ Bell Platinum online. Follow the outlined steps to ensure proper submission and avoid any delays in processing your contributions.

Follow the steps to effectively complete the form online.

1. Press the ‘Get Form’ button to access the Additional Contribution Form - AJ Bell Platinum and open it in the designated editor.
2. Enter the member’s name and AJ Bell Platinum reference in the designated fields.
3. Provide your phone number and email address to ensure proper communication.
4. Indicate the type of contributions you wish to make—single or regular—by specifying the amounts in the relevant fields.
5. For member contributions, select the sources of funding by checking one or more boxes, such as employment income or inheritance.
6. If applicable, provide details of any employer contributions, including the employer’s name and registered office address.
7. Complete the declarations section to confirm the accuracy of your information and entitlement to tax relief.
8. Sign and date the application form, ensuring the correct capacity is indicated if signed by a parent or guardian.
9. After filling out the form, save your changes, and choose to download, print, or share the completed form as needed.

Complete your documents online to ensure timely contributions.