Get Uk Enhanced Pension Annuity Quotation Request Form 2018-2025

This guide provides users with clear and concise instructions on how to complete the UK Enhanced Pension Annuity Quotation Request Form online. By following the steps outlined here, users will be able to provide the necessary information to receive an accurate quotation for their pension annuity.

Follow the steps to complete your form with accuracy.

1. Press the ‘Get Form’ button to obtain the form and access it in your preferred digital format.
2. Begin with Section 1, where you will fill out your personal details. Use black ink and capital letters for clarity. Provide your title, surname, forename(s), date of birth, national insurance number, nationality, marital status, occupation, contact number, email address, and home address.
3. Next, complete Section 2, the medical assessment form. Here, include detailed information about your health, including height, weight, waist measurement, smoking habits, alcohol consumption, and any medical conditions. Accurate disclosures are crucial as they inform the annuity quotation.
4. If applicable, ensure that you and your dependent complete the relevant medical questionnaires associated with specific medical conditions.
5. Proceed to Section 3, where your financial adviser will provide necessary details if you are working with one. They will fill out the details concerning the advice given and their contact information.
6. In Section 4, fill in your pension details, including the amount required and details about any pension commencement lump sums. Be ready to specify the source of funds and any other relevant financial details.
7. Finally, review all sections to ensure all information is complete and accurate. Complete the Declaration and Consent page at the end of Section 2 and then save or print the completed form as needed.

Complete your documents online efficiently to secure your enhanced pension annuity quotation.