Pension benefit forms - other circumstances
The forms below cover taking pension benefits in special circumstances - for all other situations please refer to the make it happen section. You should read the first page of the form carefully to make sure you're using the correct document. Please contact us if you have any questions.
Open market option instruction (for customers and trustees)
Lets you use the pension fund to buy an annuity from another provider that's unable to deal with the request directly.
Partial lump sum payment instruction (for trustees)
Lets you take part of a pension fund as an uncrystallised funds pension lump sum.
Request to transfer to another provider (for customers and trustees)
Lets you transfer an Aegon pension fund to another provider.
Use this form if you're a scheme trustee of an occupational pension scheme, and the member wants to take benefits from the scheme.
Use this form if you're a non-occupational pension scheme member, or have a policy assigned to you from an occupational pension scheme, and you want to take pension benefits.
Tax-free cash payment instruction (for customers)
Use this form if you have a Section 32 Buyout policy; Group Buyout policy; Trustee Proposed Section 32 Buyout policy, or policy assigned to you from your occupational pension scheme. Where entire funds can be taken as a standalone lump sum or as a tax-free lump sum and cases where there is GMP.