Get Sterling Investment Bond Fund Switch Form

Filling out the Sterling Investment Bond Fund Switch Form online is a straightforward process. This guide will walk you through each section of the form, ensuring you understand what information is required and how to complete it accurately.

Follow the steps to complete your fund switch form online

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by filling out your personal details at the top of the form. This includes your name, bond number, and daytime contact number. Ensure that all information is accurate to avoid delays.
3. In section 1, specify the funds you wish to switch out of. List the fund names and indicate the whole percentage you want to withdraw from each. Remember to provide clear instructions, as unclear details can lead to complications.
4. Next, in section 1, identify the funds you wish to switch into. Again, list the fund names along with their corresponding percentages. The total percentages must equal 100%, using whole numbers only.
5. If you are switching into the Distribution or Distribution 2 fund, complete section 2. Indicate whether you would like to take regular monthly withdrawals and specify when you want the first payment.
6. Provide your banking details in section 2 if you opted for distribution payments. Fill out the bank name, branch name, sort code, account number, and account holder's name. If the account holder is not one of the bondholders, a verification certificate is required.
7. Sign the authority located on page 3 of the form. Remember, all bondholders or trustees must sign for the request to be valid.
8. Once all sections are complete, review your entries for accuracy. After confirming that everything is correct, save your changes, and then print, download, or share the form as needed before submission.

Complete your Sterling Investment Bond Fund Switch Form online today for a seamless fund switching experience.