Get Drawdownlvcom Form

This guide provides comprehensive instructions on how to complete the Drawdownlvcom Form online for your Flexi-access Drawdown application. Follow these steps carefully to ensure your application is accurate and complete.

Follow the steps to fill out the Drawdownlvcom Form effortlessly.

1. Press the ‘Get Form’ button to retrieve the Drawdownlvcom Form and open it for editing.
2. Begin by filling out your personal details. You will need to provide your full name, date of birth, mobile phone number, home telephone number, email address, and plan number or illustration reference.
3. Under the Flexi-access Drawdown details section, indicate if you want to take a tax-free lump sum. If you do, specify whether you want the maximum amount or a specific figure. If applicable, state any additional taxable lump sum you wish to take.
4. Next, detail your desired regular income. State how much you wish to receive annually and select your preferred frequency of income payments.
5. If you are under 75, complete the Lifetime Allowance Check section by answering the relevant questions about your pension's total value concerning the Lifetime Allowance.
6. If you are age 75 or older, fill out the relevant section regarding your remaining personal Lifetime Allowance.
7. Proceed to the Payment Details section. Provide your bank or building society information, including account name, sort code, and account number. Ensure that all fields are accurately completed to avoid payment issues.
8. If you have an adviser, include their details in the Adviser Details section. Confirm whether you received advice from them and fill out any relevant adviser charge details.
9. Review the Declaration section. Make sure to understand your responsibilities and then sign and date the application at the bottom.
10. Finally, save your changes, and download, print, or share the completed Drawdownlvcom Form as needed.

Start completing your application online today to ensure a smooth process.