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  • Prudential - Standard Discharge Form - Transfer Out A&b (pre-populated V4).doc

Get Prudential - Standard Discharge Form - Transfer Out A&b (pre-populated V4).doc

TRANSFER OUT AUTHORITY AND DISCHARGE FORM To be completed by the member, transferring from: Scheme Name: ALSTOM Grid UK Group Personal Pension Plan Scheme Number: G018 Your Name: National Insurance.

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How to fill out the Prudential - Standard Discharge Form - Transfer Out A&B (PRE-POPULATED V4).doc online

Filling out the Prudential - Standard Discharge Form - Transfer Out A&B online can streamline the transfer of your pension arrangements. This guide provides clear, step-by-step instructions to help you navigate each section of the form with ease.

Follow the steps to complete your discharge form accurately.

  1. Press the 'Get Form' button to acquire the document and open it in the editor for online completion.
  2. In the first section, enter the scheme name. For your case, this would be 'ALSTOM Grid UK Group Personal Pension Plan'. Make sure to double-check the accuracy of the name.
  3. Next, input the scheme number, which in this instance is 'G018'. Again, verifying this information is crucial.
  4. Fill in your name in the designated field. Ensure that your name matches your official identification documents.
  5. Provide your National Insurance number in the specified space. This is important for verification purposes.
  6. State the name of the new scheme you are transferring to, which is 'ALSTOM Ltd Group Personal Pension Plan'.
  7. Enter the provider's name, in this case, 'Aviva Life Services UK Limited'.
  8. Complete the address section with 'Aviva Life Services UK Limited, 2 Rougier Street, York, YO90 1UU'. Ensure the address is correct to avoid delays.
  9. Sign the form in the designated area. This confirms your request to transfer your pension arrangements.
  10. Finally, enter the date you are completing the form. This helps in record-keeping and tracking the transfer process.
  11. Once you have filled out all sections, you can save your changes, and then choose to download or print the form. If required, you can also share it directly from the editor.

Complete your Prudential discharge form online today for a seamless transfer process.

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Pension transfer fees The fee structure usually takes the form of a percentage figure. For defined contribution schemes, the fixed fee pension transfer advice is usually charged at a maximum of 5% of the cash value of your fund. You may also need to pay an extra 1% as an ongoing fee for a regular review.

Prudential doesn't charge a fee to transfer funds in. If you wish to transfer a Prudential pension to another scheme, this option is also supported where possible with no fee.

By logging in or registering for our Online Service you'll be able to view important information about your pension, download your annual statement, and update your personal details. We recommend you get financial advice to help you make decisions about your pension savings and your retirement options.

To transfer your pension plan: You need to make a request to us by telephone, in writing or by email (contact details listed below). We'll send you a quote and a discharge form to complete and return. We'll send you paperwork for the receiving scheme to complete.

There's no guarantee that transferring or combining your pensions will give a higher income or bigger pension pot when you retire. Your pension is invested so its value can go down as well as up and you could get back less than you put in to your plan. It can be hard to keep track of lots of different pensions.

Are there any charges to move my pension? Some schemes might apply charges, including an exit charge, when you transfer out. You should also take into account any set-up charges and ongoing charges on the new pension scheme you plan to transfer to.

To transfer your pension plan: You need to make a request to us by telephone, in writing or by email (contact details listed below). We'll send you a quote and a discharge form to complete and return. We'll send you paperwork for the receiving scheme to complete.

How long does it take to receive my funds? If you are registered for our Electronic Funds Transfer (EFT) payment program, you will generally receive the funds in your account within 1-3 business days. If you request a check, you will generally receive it within 3-5 business days.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate WorkFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232