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How to print m g withdrawal form for executors 2026
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How to use or fill out the M&G Withdrawal Form for Executors
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- Click ‘Get Form’ to open it in the editor.
- Begin by filling in the registered details of the deceased person. Include their M&G Client Reference, title (Mr, Mrs, Miss, Ms, Other), forename(s), surname, address, and postcode.
- Next, provide details for each Executor/Personal Representative. Fill in their titles, forenames, surnames, addresses, postcodes, and contact numbers (home, work, mobile) as applicable.
- In the 'Shares to be sold' section, specify the product type (e.g., ISA) and share class. List the full names of funds and indicate either the number of shares to be sold or the amount you wish to raise.
- Complete Section 4 regarding payment preferences. Choose how you want your money paid and provide necessary bank details if applicable.
- Finally, all Executors/Personal Representatives must sign Section 5 and state their capacity before submitting the form.
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