This online form allows you to send us drawdown instructions on behalf of your clients.
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This form should only be used for clients that have been provided with financial advice, including a personal recommendation for this transaction and investment choice.
If your client has not received financial advice they should contact Standard Life direct to proceed with the transaction.
Before filling out this form you should read the Limitations, Assumptions and Confirmation below. You will be asked to confirm you have read these at the end of the form. To save time when filling out the form you should have the following details to hand:
Your client's policy number
Your client's National Insurance Number
Your client's address and postcode
Pre-pot, post-pot, tax free cash and income disinvestment fund details
Your client's bank account details
On submission of the form you will recieve an email confirmation and we will be in touch within 10 working days with further information.