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