Sending us your forms and documents quickly and easily
We've made it quick and easy for you to request a number of transactions with us online. This page provides everything you need to complete and send us your forms and documents; just follow the three simple steps below:
- Select the relevant form from the list below, print it and fill it in
- Scan the form using your home scanner and save it to your computer
- Come back to this webpage and send us the form you saved using our electronic mailing tool, PROMPT (please see below)
We strongly advise that you discuss your plans with your financial adviser before you make any changes to your investment.
The form you need depends on the type of account you have with us. Please make sure you choose the right one. You should be able to find the name of your account in your policy documents or in our letters to you.
Withdrawal forms for ISA, CIA or CIB
If you have a Collective Retirement Account (CRA) and would like to make a withdrawal, or want to change your regular income on your pension, please call us on 0808 171 2626 - option 3 as we need to run through some questions with you, before issuing the appropriate form.
Switching funds or changing which funds you invest in
Important information
- For some transactions we cannot accept documents electronically because of regulations. These would have to be posted to us. You can check which transactions this applies to here
- Emails sent using the tool below are NOT automatically encrypted, so it is important you are aware that there are risks in sending personal information in this way. If you need to send something securely please post us forms and documents
- By using our PROMPT tool you agree to the Full Terms of Use.
Submitting your forms and documents using our PROMPT tool
Once you have completed your form, just select your product type from the options below. For information on how to submit requests for any products not shown here, please contact us on 0808 171 2626.
