Get Encashmentwithdrawal Form - Scottish Widows - Scottishwidows Co

Filling out the encashment/withdrawal form for Scottish Widows is a straightforward process that allows users to access their funds efficiently. This guide offers step-by-step instructions to help you complete the form with ease.

Follow the steps to successfully complete the encashment/withdrawal form.

1. Press the ‘Get Form’ button to download the encashment/withdrawal form, which you will need to open in your preferred editing tool.
2. Begin by filling in your policy details. Provide the full names of the first and second bondholders, along with their current addresses and postcodes in BLOCK CAPITALS. Include your date of birth and daytime telephone number.
3. Proceed to withdrawal options. Choose one option that indicates how you would like to withdraw funds. Ensure you only tick one box, either to surrender the whole bond or to specify a payment amount by cancelling units across your policies.
4. In the payment instructions section, enter your banking details, including the sort code, account number, and name of the account holder, again in BLOCK CAPITALS. Include the name and address of your bank or building society.
5. Complete the declaration section by signing and dating the form. If signing on behalf of an organization, ensure to include the company's stamp.
6. If applicable, complete the trustee declaration section to confirm the payment instructions and signatures of the trustees.
7. Finally, review all sections to ensure accuracy. Save your changes and choose to either download, print, or share the completed form as needed.

Complete your encashment/withdrawal form online today to ensure your financial needs are met swiftly.