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Get Prudential - Standard Discharge Form - Transfer Out A&b (pre-populated V4).doc
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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.
- Press the 'Get Form' button to acquire the document and open it in the editor for online completion.
- 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.
- Next, input the scheme number, which in this instance is 'G018'. Again, verifying this information is crucial.
- Fill in your name in the designated field. Ensure that your name matches your official identification documents.
- Provide your National Insurance number in the specified space. This is important for verification purposes.
- State the name of the new scheme you are transferring to, which is 'ALSTOM Ltd Group Personal Pension Plan'.
- Enter the provider's name, in this case, 'Aviva Life Services UK Limited'.
- Complete the address section with 'Aviva Life Services UK Limited, 2 Rougier Street, York, YO90 1UU'. Ensure the address is correct to avoid delays.
- Sign the form in the designated area. This confirms your request to transfer your pension arrangements.
- Finally, enter the date you are completing the form. This helps in record-keeping and tracking the transfer process.
- 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.
Related links form
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.
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