RIGHT ANNUITY PERSONAL INFORMATION FORM

 

Your details are important and can make a difference to the annuity rates offered. All answers should be given.
This is especially important if you have a lifestyle or medical condition. Even your postcode can effect the rate.

 

PERSONAL DETAILS First Applicant Second Applicant (if joint)
Title  
First Name (in full)
Surname
Sex Male    Female Male    Female
Date of Birth (dd/mm/yyyy) // //
Marital Status
Nationality
Country of residence
Occupation
Are you a smoker ? Yes  No click here for more Yes  No

Do you have any health issues 

that may effect your life 

expectancy ?

 Yes  No click here for more Yes  No 

 

If 'yes' please provide brief details

 

 

Home Address
Town/city
County
Post Code
Please provide contact details. Select one telephone number to call you on.
  - Home telephone number
  - Work telephone number  
  - Mobile telephone number
Preferred contact time am  pm
 - Email Address
Depending upon your answers to the health issues question it is likely you qualify for a higher annuity rate. To help us find you the best rate we require more information, and completion of the enhanced and impaired annuity application form - (This form can be completed and returned after the submission of your personal details)
Are you returning a completed enhanced and impaired annuity application form? Yes  No
Please check through the above details before moving on to the next section.

 

 

ANNUITY DETAILS
Fund value
Is the fund above
How much of this fund is protected rights? If 'none' please state
Policy Type
Date annuity benefits to be taken from //

Do you want your income to be fixed or

 increasing? click here for more  

 

 - if increasing, by how much would you like your

    income to increase ?
 - if other, please specify
Do you want to transfer via an Open Market Option for immediate benefit? click here for more
Do you want a pension for your spouse/partner? click here for more  
Do you want a guarantee period?  click here for more   
How often do you want to receive your income? 
Do you want your income paid in advance or in arrears? click here for more  

 - if arrears, do you want to receive your income

    'with proportion'? click here for more

How much tax-free cash do you want?   
 - If other specify fixed amount of 

 

 

Again, please check through the details provided.

 

If you need assistance please call 0845 124 1404


The form can now be submitted on the basis that you confirm that the information provided is correct, and that you have read and agreed our Terms and Conditions and Privacy Policy.

 

Upon receipt of this information Bank of Scotland Annuity Service will send to you a report with a list of leading annuity quotes matching your precise requirements, together with guidance notes and appropriate application forms.

 

 

 

Freepost address: ( in case you wish to print this form off and return it in the post )

 

rightannuity@BoSAS
Freepost SCE8362,
Aylesbury,
HP21 7BR 
 
Helpline number: 0845 124 1404
(Available 8.30 a.m. to 5 p.m. Mon to Fri)