What information will I need for my transfer request?

You’ll need the following information for your transfer request:

  • Your account or plan number from your current provider
  • An up-to-date valuation or statement from your current provider
  • Details of the investments or account you want to transfer.

Before transferring your investments, find out about any charges, exit penalties, benefits you may lose or investments that you can’t transfer to us. More on transferring