Pre-Sales Forms
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On this page you can download all the forms you might need to set-up your client's Flexible Lifetime Annuity. |
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The files are in PDF format (right click the link and select 'save target as' to save the PDF to your computer).
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| Item | Code | B&W (size) | Colour (size) |
| Adviser Bank Details | ANNF0208.PDF | N/A | view (128k) |
| Adviser Information Form | ANNF0183.PDF | N/A | view (120k) |
| Application Form FLA | ANNF0141.PDF | view (109k) | view (119k) |
| Illustration Request Flexible Lifetime Annuity | ANNF0199.PDF | N/A | view (135k) |
| Personal Pension Questionnaire Form | ANNF0105.PDF | view (80k) | view (122k) |
| Personal Pension Transfer In Authority Form | ANNF0104.PDF | N/A | view (159k) |
