What do I do with instructions for transfers, annuity purchases, and lump sum death claims?
Instructions for transfers out, annuity purchases out, and lump sum death claims and cancellations should be sent to Cofunds limited, PO Box 1103, Chelmsford, CM99 2XY. Where you instruct Cofunds to sell the assets, Cofunds and the plan administrator will ensure that the payment to the new provider or beneficiary is processed as required. For cancellations, monies will not be paid back to the client within the first 14 days of application.
