Home Wealth Solutions Customer Support – Wealth Solutions Scottish Mutual International Guides and Forms

Guides and Forms

Appointment of Fund Adviser Form (926KB)

Dealing Instruction Form (927KB)

Declaration – Residence Definitions (890KB)

Declaration of Loss of Plan Schedule (938KB)

Declaration of Loss of Plan Schedule – German (928KB)

Deed of Appointment of a Share to/Revocation of a Share of a Beneficiary in a Flexible Gift or Pension Discretionary Trust (958KB)

Deed of Assignment (998KB)

for Deed of Appointment of New Trustee / Removal or Resignation of Trustee (955KB)

Irish Residency Form – German (976KB)

Principles and Practices of Financial Management (1.1MB)

Protecting your identity (278KB)

Regular Withdrawal Request Form (958KB)

Regular Withdrawal Request Form – German (965KB)

Self Certification Form (ENTITY) (1.0MB)

Self Certification Form (INDIVIDUAL) (990KB)

Surrender Form – German (961KB)

Surrender Request Form (961KB)

Switch Instruction Form (958KB)

Benefit Crystallisation Events Declaration – Exec

Benefit Crystallisation Events Declaration – PPP –

Change of Address Details Form

Change of Name Form

Declaration of Continued Good Health (Life)

Declaration of Health

Declaration of Residence Definitions

Full Encashment Request Form

Fund Switch Instructions Form Important Information

Guide to further requirements – Corporates

Lapse Value Claim Form

Lost Deed of Assignment Trust and Indemnity

Lost Policy Declaration

Overseas Transfer Declaration

Permanent Health Insurance Claim Form

Protecting your identity

Request to Transfer to and AMRF or an ARF

Retirement Benefits Plan Retirement Advice Form

Retirement Benefits Plan Withdrawal Form

Retirement Request Form Personal Pension

Switch Instructions Form

Unit Linked Encashment Form