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How to apply for a new Account

Online Applications - (Retirement Planning only)

Online applications (which can be recalled from previous illustrations) are accepted without a signature where the client is paying all premiums and/or any transfers can be completed through Origo Transfers.

In lieu of a wet signature, the answers you input into the online quote and apply system, along with the Declaration and Important Notes, will be issued to your client(s) in the form of an Application Summary as a record of what you have submitted to us on their behalf.

A wet signature is required where a third party is contributing to the plan or where transfers are coming from non Origo schemes and a transfer discharge signed by the client is required.

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Retirement Planning Retirement Income
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A reminder of what you might need to make the application

  • Signed application form (if not an online application)
  • Signed lifetime allowance form
  • Completed discharge forms
  • Bank details for payment of tax-free cash sum and income payments
  • Income withdrawals details (if income being taken)
  • Completed Confirmation of Verification of Identity
  • Bank details. If you are supplying bank or building society account details online on behalf of your client, your client must be the account holder and must also be the only person required to authorise debits from the account.

Risks

  • If your client changes their mind and wishes to cancel their policy (within the 30 day cancellation period), the amount returned may be less than was invested.
  • If your client transfers from another pension plan, they could lose any guaranteed benefits and may not be able to return to it.

 

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