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Application and transfer forms - Aviva InvestorsPensionSelf-invested personal pension - AvivaApplica

Application and transfer forms - Aviva InvestorsPensionSelf-invested personal pension - AvivaApplica 2025

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The document is a Pension Portfolio Discharge Form from Aviva, which facilitates the transfer of pension benefits from one scheme to another. It includes sections for customer information and authorization for the transfer, as well as details required by the receiving scheme's administrator. The form outlines the process for completing both parts and emphasizes that any suspended or deferred funds are exempt from the transfer until they are available.

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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.

Can I transfer my Aviva pension to my NHS pension?

If you have another pension, you can apply to transfer it into the NHS Pension Scheme. Any pension transferred in will be added to your benefits in the NHS Pension Scheme.

How to change aviva pension?

Once you are logged into your account, you will land on the main product screen; click the Pension icon. From here, please click on the yellow Details button. If you have more than one pension, please be sure to select the pension you would like to amend. This will take you to the main pension summary screen.

Can you transfer shares into another persons name?

You can transfer shares between accounts in your own name, or between different individuals, entities and joint accounts. A legally-binding change of beneficial ownership is required when transferring shares between different parties.

How do I transfer shares from one person to another?

Pick a trustworthy and reputed DP for a new demat account. Verify details like client ID, beneficiary account numbers, 1DP ID and ISIN. Keep records of the share certificates, transfer deeds and related documents. Monitor the transfer status and docHub out to the DPs in case of any delays or issues.

How to transfer aviva pension?

The Steps to Transfer Your Pension from Aviva 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. Aviva will transfer the funds to your new pension account. Completion.

Can you transfer ownership of shares to another person?

Restrictions on the transfer of shares Before selling or gifting shares, you must check the articles of association and shareholders agreement (if applicable) for any restrictions, such as: Pre-emption rights of existing shareholders. The directors power to authorise share transfers. Buy-back options of the company.

How to transfer aviva shares to another person?

You will need to know the full fund name and the number of shares or units to transfer. ‒ Each transfer, for example if you are transferring more than one fund / share class or splitting the holding between more than one person, will require a separate stock transfer form to be completed.

How do you sell your Aviva shares?

Ordinary shareholders can use any bank, building society or stockbroker offering a share dealing facility to buy or sell Aviva shares. Their commission rates will vary. You can also use our dealing services provided by Computershare. Were open Monday to Friday, 8am to 4.30pm UK time, excluding UK bank holidays.

Application and transfer forms - Aviva InvestorsPensionSelf-invested personal pension - AvivaApplica 2025

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