This is to be completed where a client wishes to:
- Crystallise funds and enter income drawdown or
- Designate further uncrystallised funds within a client’s Collective Retirement Account to provide additional tax free cash and/or income drawdown.
Not to be used for setting-up Tax Efficient Regular Income. instead use Tax Efficient Regular Income Options Form.
Not to be used where the client wishes to withdraw an ad-hoc payment made up of taxable income and tax free cash from uncrystallised funds. Instead use Partial Withdrawal Form.