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Find the right pension application form

Use this page to locate, download, complete and submit Royal London pension application forms. Choose the right form for your client’s type of pension, and what they want to do.

Some of our forms include a declaration for you to sign and confirm you’ve provided regulated advice. If you forget to sign we'll need to contact your client and take them through the relevant risk warnings. This will add to the time we take to process the action.

Forms

Scenario Form/Guide Reference
Making an extra contribution or transfer Pension Portfolio additional contribution application form (PDF) 65A6
Making a first contribution or transfer

Pension Portfolio application form (PDF)

65A49
Making a single contribution when your client is sticking with their current investment choice Single contribution application form (PDF) 65A59
Taking a tax-free payment, or a regular drawdown (Income Release) Pension Portfolio Income Release switch on application form (PDF) 65A53
Taking a cash lump from a small pot Small pots application form (PDF) 2TA1586
Taking a cash lump sum Cash lump sum application form (PDF) 2TA1405

Scenario Form/Guide Reference
Setting up a new plan to receive income through regular drawdown, or making additional contributions or transfers

Pension Portfolio Income Release application form (PDF)

65A50
Taking additional tax-free cash or a full withdrawal, or starting or changing the income taken from capped or flexi-access drawdown Pension Portfolio Income Release additional tax-free cash, start/change income and full withdrawal application form (PDF) 65A41
Making additional contributions, or taking tax-free cash or income payments from an existing capped or flexi-access drawdown Pension Portfolio Income Release additional contribution with tax-free cash and start/change income application form (PDF) 65A39

Scenario Form/Guide Reference
Making an initial contribution or transfer Pension Portfolio with Self Investment (SIPP) application form (PDF) 65A51
Making additional contributions or transfers Pension Portfolio & SIPP additional contribution application form (PDF) 65A15
Taking tax-free cash or regular income via drawdown (Income Release) Pension Portfolio Income Release application form (PDF) 65A50
Taking a cash lump sum from a small pot Small pots application form (PDF) 2TA1586
Taking a cash lump sum from a plan (UFPLS) Cash lump sum application form (PDF) 2TA1405

Scenario Form/Guide Reference
Taking tax-free cash or regular income via drawdown (Income Release) Pension Portfolio Income Release application form (PDF) 65A50
Taking a cash lump sum from a small pot For GPP and SHR plans (PDF)
or for CMP plans (PDF)

2TA1586

2TA1585
Taking a cash lump sum from a plan (UFPLS) For GPP and SHR plans (PDF)
or for CIMP plans (PDF)

2TA1405

2TA1581

Submit applications online

Most of our personal and workplace pension application forms are available as editable PDFs or can be uploaded as signed and scanned copies. Discover which can be securely uploaded and submitted online.

Find and submit pension forms