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Aviva pension withdrawal form

Aviva bond withdrawal form 2026

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The document is a Surrender/Withdrawal Form for Global Investment Plans (ILP) provided by Aviva Ltd. It outlines the implications of early full or partial withdrawal of an investment-linked policy, including potential loss of benefits and additional charges. The form includes sections for requesting partial or full withdrawals, payment settlement instructions, and necessary declarations regarding tax residency and beneficial ownership. It emphasizes the importance of consulting a Financial Adviser Representative before making withdrawal decisions.

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Click ‘Get Form’ to open the Aviva Bond Withdrawal Form in the editor.
Begin by entering your Policy Number at the top of the form. This is essential for identifying your account.
In Part 1, read through the important notices regarding early withdrawals. Acknowledge your understanding by checking the appropriate boxes.
Proceed to Part 2 for Partial Withdrawal Request. Specify either the number of units or the amount you wish to withdraw, ensuring it meets minimum requirements.
For Full Surrender Requests in Part 3, authorize Aviva Ltd to surrender your entire policy by signing and dating where indicated.
Complete Parts 4A and 4B with your bank details for payment settlement, ensuring accuracy to avoid delays.
Fill out the Declaration & Authorisation section in Part 5, confirming all necessary declarations are made and signatures are provided.
Finally, review all sections for completeness before submitting your form along with any required documents as outlined in Part 6.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Is there a penalty for withdrawing from bonds?

However, if a bond is cashed within the first five years after its issue date, interest earned during the three months prior to cashing will be forfeited. Once a Series I bond is five years old, there is no interest penalty for redemption.

What happens if you withdraw from a bond?

Cashing in a bond in any part or making withdrawals may create a chargeable event, which is a measure of the growth that may be taxable. To calculate the chargeable gain: Add the surrender value and the value of any tax-deferred withdrawals. Subtract the amount you originally invested.

What happens if you withdraw a bond before maturity?

However, investors who sell their bonds prior to maturity will only receive the interest due on the bond until the date of the sale. They will lose all rights to the interest that would have accrued between the date of the sale and the bonds maturity date.

Should I cash in my Aviva bond?

One-off or regular withdrawals will reduce your bonds capital growth potential and could cause the value of your bond to fall below the amount you invested, especially if payments are taken immediately or shortly after the bond is taken out.

How do I contact Aviva investment bond?

Get a valuation Show. If youre eligible for a MyAviva account (not available to trustees, deputies or attorneys at present), you can log in to find out exactly what your bond is worth. Or give us a call on 0800 096 3530 to find out over the phone and request a written statement.

aviva bond withdrawal form

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Do you pay tax on an Aviva bond?

Any gain you make on your bond is potentially subject to income tax. Because we pay corporation tax on investment income and gains within its funds, you have no liability to basic rate income tax.

Can I withdraw from a bond?

Its possible to redeem a savings bond as soon as one year after its purchased, but its usually wise to wait at least five years so you dont lose the last three months of interest when you cash it in. For example, if you redeem a bond after 24 months, youll only receive 21 months of interest.

What happens when you cash out a bond?

You can get your cash for an EE or I savings bond any time after you have owned it for 1 year. However, the longer you hold the bond, the more it earns for you (for up to 30 years for an EE or I bond). Also, if you cash in the bond in less than 5 years, you lose the last 3 months of interest.