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Bond forms.
We’ve made the most commonly requested customer service forms available to you online. Before completing any of these forms, we recommend that you speak to your adviser. If you don’t have an adviser, visit www.unbiased.co.uk to find local independent financial advisers (IFAs) near you.
Once you’ve completed the form that you need, please send it to us in the post. Our address can be found on the form. We’ll take care of the rest.
You should only use these forms if you already have a bond with us.
Change the funds you’re invested in
Please use these forms if you want to change the funds your bond is invested in. If you want to do this for more than one bond, please fill in a separate form for each bond.
- Investment Bond and With Profits Bond Fund (PDF)
- Portfolio Bond and Discounted Gift Portfolio Bond (PDF)
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Information for with profits customers
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Frequently asked questions about With Profits Bonds
Take a look at the answers to the most commonly asked questions about with profits bonds.
Frequently asked questions about pensions
We've put together responses to common questions, including how to turn your pension fund(s) into a regular income.
