Useful financial administration documents include:

Purpose: If you would like to....	Document (click to open / download)
Withdraw monies from your policies (receive a cheque)	Policy Encashment (cheque) (37.4 KB)
Withdraw monies from your policies (to bank a/c)	Policy Encashment (to bank) (32.3 KB)
Drawdown your maturity proceeds from your policies	Proceeds Drawdown Request (38.1 KB)
Authorise fund switches within your existing policy/ies	Fund Switch Request (Internal) (32.9 KB)
Request transfer of monies from one policy to another	Fund Transfer Request (External) (31.9 KB)
Permit your adviser to investigate your cover and entitlements	Letter of Authority Template (15.8 KB)
Give your adviser permission manage a policy (consolidation)	Transfer of Agency Template (16.7 KB)

If you need any assistance completing these forms, please contact your Acumen & Trust adviser. Word / Excel versions of all files are also available to clients on request.