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Aviva pension fund switch form

Aviva pension fund switch form 2026

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The document is a Pension Fund Switch Form used by policy owners to request the transfer of units from existing funds to new funds of their choice. It outlines the process for switching, including conditions regarding bid prices, potential charges, and requirements for valid submissions. The form also includes sections for specifying existing and new fund names and requires the policy owner's signature.

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Click ‘Get Form’ to open the aviva pension fund switch form in the editor.
Begin by entering your Policy Number(s) and Scheme Number(s) at the top of the form. This information is crucial for identifying your account.
Next, fill in your Policy Owner or Member Name. Ensure that this matches the name on record with Aviva for a smooth processing experience.
In the section titled 'Existing Fund', list the names of your current funds along with the percentage of units you wish to transfer. Be precise to avoid any errors.
Then, specify your 'New Fund Name' and allocate the desired percentage for each new fund you are switching to. Make sure that the total percentages add up to 100%.
For future premiums, repeat the process by indicating which existing fund will receive future contributions and ensure you sign and date the form at the bottom.

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2012	4.8 Satisfied (251 Votes)

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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.

How do I transfer my Aviva pension to another provider?

Transferring your pension from them to another provider typically involves the following steps: Set Up a New Pension Account. First, choose your new pension provider. Process the Request. Your new provider then requests the transfer from Aviva. Transfer of Funds. Completion.

What is a pension fund switch?

A pension switch is where a transaction is not within the definition of pension transfer, but involves moving pension benefits from one scheme to another scheme of the same type.

How can I change my pension account?

Transfer of Pension Account: If you desire to draw your pension from another paying agency, make a request to your current Pension Disbursing Agency (PDA) for transfer of your pension account to the PDA from where you now wish to draw your pension.

How to change funds in Aviva pension?

If you have an Aviva or ex-Friends Life pension, you may be able to switch funds online with MyAviva, you can give us a call on 0800 145 5744.

How do you change your pension fund?

Contact your current pension provider and the provider you want to transfer to. Youll need to check if: your existing pension scheme allows you to transfer some or all of your pension pot. the scheme that you wish to transfer into will accept the transfer.

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