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Aviva pension fund switch form 2026
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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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| Versions | Form popularity | Fillable & printable |
|---|---|---|
| 2012 | 4.8 Satisfied (251 Votes) |
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