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Get Ie Aviva Pension Fund Switch Form 2012-2025
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How to fill out the IE Aviva Pension Fund Switch Form online
This guide provides clear instructions on how to complete the IE Aviva Pension Fund Switch Form online. By following the steps outlined below, you can efficiently manage your pension fund switching process with confidence.
Follow the steps to complete your pension fund switch form online.
- Click ‘Get Form’ button to obtain the form and open it in your preferred online editor.
- Enter your policy number(s) or scheme number(s) in the designated section at the top of the form to identify your current funds.
- Provide the policy owner or member name in the specified field to confirm your identity in relation to the policy.
- Indicate your intention to transfer or redirect units from existing fund(s) to your chosen new fund(s). This is done by specifying the existing fund name(s) and the percentage of units you wish to transfer to each new fund.
- Complete the future premiums section by indicating the new fund names alongside the corresponding existing fund name and ensure the percentages total 100%.
- Review the switch conditions outlined in the form to ensure you understand the implications, including any applicable charges or timeframes.
- Sign and date the form to authorize the switch. Ensure that all required signatures are provided to prevent any delays.
- After filling out all required fields, you can save changes, download, print, or share the form as needed.
Take control of your retirement savings today by competing your pension fund switch form online.
Related links form
Withdrawing your pension from Aviva typically occurs during retirement or under specific circumstances. You need to review the conditions and processes involved. For a smooth withdrawal, including any necessary paperwork like the IE Aviva Pension Fund Switch Form, consider visiting the Aviva website or contacting their customer support.
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