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Instruction to take tax-free cash and income withdrawals – For Capped and Flexi-Access Drawdown


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Instruction to take tax-free cash and income withdrawals – For Capped and Flexi-Access Drawdown

Use this form when you wish 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 – Use Tax Efficient Regular Income Options – Instruction Form.

For taxable lump sum payments from uncrystallised funds - Use Taking a partial withdrawal – Uncrystallised Funds only

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