Get Royal Mail Defined Contribution Plan Scottish Widows

This guide provides clear, step-by-step instructions on how to complete the Royal Mail Defined Contribution Plan Scottish Widows form online. Whether you are changing your retirement age or adjusting your investment options, this informative resource will help you navigate the process with ease.

Follow the steps to complete your form effectively.

1. Click the ‘Get Form’ button to access the form and open it in your selected document editor.
2. Fill in your personal information as required in section 1. This includes your full name, home address, postcode, telephone number, National Insurance number, date of birth, and pay number.
3. To change your Selected Retirement Age, locate section 2. Indicate your desired retirement age in the provided box; the age can be any value between 55 and 75.
4. In section 3, choose how you wish to change your investments. You can select from Do It Yourself, the Default Lifecycle option, or an Alternative Lifecycle option. If selecting Do It Yourself, indicate the percentage of your Member Account you want to invest in each fund or Lifecycle, ensuring the total equals 100%.
5. In section 4, review the confirmation statement. By signing and dating the form, you authorize Scottish Widows to process your instructions and confirm that you have read the Plan Guide and the Investment Guide.
6. Finally, make sure to save your changes, and then download, print, or share the form as needed.

Complete your changes to the Royal Mail Defined Contribution Plan Scottish Widows online today!