Get Application To Open An Account - Liberty Pensions

Opening an account with Liberty Pensions is a straightforward process that can be completed online. This guide provides step-by-step instructions to help users navigate the Application To Open An Account efficiently and accurately.

Follow the steps to complete the online application form.

1. Click the ‘Get Form’ button to access the Application To Open An Account - Liberty Pensions form and open it in your preferred document editor.
2. Begin by filling in your title, selecting from options such as Mr., Ms., Dr., or Prof. Next, enter your full name, including first name.
3. Provide your residential address, including street, number, postal code, city, and country of residence.
4. Indicate your nationality and provide your phone number as well as your date of birth.
5. If applicable, enter your insurance number (AVS) in the designated field.
6. Complete the section for intermediary or consultant details, entering their name, address, and any relevant fees associated with account solutions.
7. Choose your civil status and provide the date of marriage, if relevant.
8. Enter your email address to receive newsletters and other communications.
9. In the correspondence instructions section, select who should receive correspondence regarding your account, such as yourself, your consultant, or an alternative address.
10. Select the type of account you wish to open, indicating preferences for a vested benefit account or a current account (QROPS). Choose the currency and partner bank if required.
11. Confirm the split between two accounts if you are opening more than one, indicating the percentage allocation of funds.
12. Read and accept the declaration regarding the exchange of information consent. Ensure all provided information is accurate and truthful.
13. Sign and date the form, and prepare to include any necessary attachments, such as a copy of your passport or ID and transfer order.
14. Once all sections are completed, save your changes. You can then download, print, or share the completed form as needed.

Start filling out your Application To Open An Account - Liberty Pensions online to take the first step towards managing your pension benefits.