Application and Additional Contributions for all Plans
The following forms need to be completed and provided to us for any Product
Application form
Customer due diligence form
Additional contribution form
Select fee schedule
Advanced Fee Schedule
COPIA Advanced fee schedule
Advanced plus fee schedule
Access fee schedule
Activity fee schedule
Changes to your Plan
When making any changes to your Plan, please complete the relevant forms belowChanges to your Personal Details Form
Financial Adviser Selection Form
Discretionary Investment Manager Selection Form
Nomination of beneficiaries form
Self-certification for individuals form
Change of Investment Provider Form
Letter of Authority
Benefits and Distributions
Benefit application form
Distributions from a trust
You will need to provide the Trustees with a Letter of Wishes for a trust distribution. Please contact trust@trustandpension.com for more information.