Customer forms - Aegon Platform (Cofunds)
If you can't complete your transaction by logging in, there are a number of changes you can make using the digital forms on this page. Please follow the steps below when submitting the form to ensure we can process it.
How to use and submit your form
You can now complete forms online and then email them to us.
Important: Please note that there’s no guarantee that any email sent will be received or that it will remain private during internet transmission. So, you should avoid sending us any personal or confidential information this way. If you decide to send information in this way, you are doing so at your own risk.
Choose the form you need, complete it by typing in the relevant boxes and email it to us at the relevant mailbox.
See guidance above before downloading forms.
- Switch instruction form (pdf)
- Aegon Self-invested Personal Pension single contribution top-up form (pdf)
- Aegon Self-Invested Personal Pension (Aegon SIPP) pack (pdf)
- Aegon General Investment Account application form (pdf)
- Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA (pdf)
- Aegon ISA application form (pdf)
- Asset transfer form (pdf)
- CPA Additional Contribution Form (pdf)
- Aegon Junior ISA application form (pdf)
- Cofunds Pension Account provided by Curtis Banks (pdf)
- Withdrawal instruction (pdf)
- Aegon SIPP drawdown to drawdown transfer form (pdf)
- Application form - Aegon SIPP immediate drawdown (pdf)