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Drawdown request form - small pot

3 money bags
1

Personal details

2

Drawdown details

3

Summary

Personal detailsStep 1 of 3

Client eligibility

Important information.

To be eligible for this drawdown, your client must:
  • Be over 55 (unless has a protected age or been granted an Ill Health Claim)
  • Must be fully uncrystallised plan, with no previous moves to drawdown and have £10,000 or less in their SIPP
  • Have not taken more than 2 small pots already (limit is normally 3 including this small pot application)

Small pot considerations

Client details

D (with 10 digits) or WP (with 7 digits). D number can be found on Wrap>Client>Charges>Charge schedules>Select SIPP

Important information.

Ensure client details up-to-date on platform
We will not be able to make the payment until client details are up-to-date on the platform - this includes bank and address details so please check and ensure these are correct on the platform.

Bank details

Important information.

New bank accounts
If the payment/s are to be made to a new bank account not already linked to the client's Wrap account, you must complete and upload the bank account verification form (PDF) or if urgent, call us on 0345 279 1001 before proceeding with this drawdown.

Adviser details

Please provide the best contact details for any queries and updates on this application.

Initial adviser charging


An initial adviser charge is available only where single Tax-Free Cash payments are part of this request.

Need some support?

If you need help with this form, please call our Client Engagement Hub. Monday to Friday 09:00 to 17:30 

0345 279 1001