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

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.


Financial Adviser Verification