Personal pension application forms
Whether you're creating a new application, managing an existing plan or simply doing a bit of housekeeping, here are all the forms you need to manage your clients' personal pensions.
Check the signing and submission details for each form. These can include:
- Quote and apply instantly via our online service
- Upload via our submission portal in the following formats:
- Scanned copies of signed forms
- Signed by using an electronic signature
- Unsigned copies with a client confirmation email
- Online via our client forms.
New client forms
Apply instantly via our online service or find the forms you need to upload via our submission portal.
| Title | Apply online | Signed & scanned | Electronic signature | Unsigned with email | Online client form |
|
Pension Portfolio application form (Editable PDF) Complete to apply for a Personal Pension Plan (65A49) |
YES | YES | YES | YES | - |
|
Pension Portfolio Income Release application form (Editable PDF) Complete to apply for a Pension Portfolio Plan with Income Release (65A50) |
YES | YES | YES | YES | - |
|
Beneficiary Income Release application form (PDF) Complete to apply for a Beneficiary Income Release Plan (65A55) |
YES | YES | YES | YES | - |
Existing client forms
Use the following forms for existing clients who want to apply for additional features, request withdrawals and more.
| Title | Apply online | Signed & scanned | Electronic signature | Unsigned with email | Online client form |
|
Pension Portfolio - single contribution application form (Editable PDF) Complete to apply a single contribution to your existing Pension Portfolio Plan (65A59) |
YES | YES | YES | YES | - |
|
Pension Portfolio - additional contribution application form (Editable PDF) Complete to apply an additional contribution to your existing Pension Portfolio Plan (65A6) |
YES | YES | YES | YES | - |
|
Pension Portfolio Income Release - switch on application form (Editable PDF) Complete to switch on the Income Release facility for your existing Pension Portfolio Plan (65A53) |
- | YES | YES | YES | - |
|
Pension Portfolio Income Release - additional contribution with tax-free cash application form (Editable PDF) Complete to apply an additional contribution and to release tax-free cash from your existing Pension Portfolio Plan with Income Release (65A39) |
YES | YES | YES | YES | - |
|
Pension Portfolio Income Release - additional tax-free cash, start/change income and full withdrawal application form (Editable PDF) Complete to release additional tax-free cash and/or start/change income payments or make a full withdrawal from your existing Pension Portfolio Plan with Income Release (65A41) |
- | YES | YES | YES | - |
|
One-off taxable income payment request form (Online form) Complete to make a one-off taxable income request |
- | - | - | - | YES |
Other forms
For all other plan management and processes, you can find the forms below.
| Title | Apply online | Signed & scanned | Electronic signature | Unsigned with email | Online client form |
|
Payment of Benefits on Death Form (Editable PDF) Complete to nominate your beneficiaries if you have a personal or workplace pension with us (14P27) |
YES | YES | YES | YES | YES |
|
Adviser charge form (Editable PDF) Complete to add a new adviser charge, change a previously agreed adviser charge, or stop an existing adviser charge from being deducted (14P51) |
- | YES | YES | YES | - |
|
Block Transfer Form (Editable PDF) Complete to provide further details of any transfer payment that’s part of a block transfer to an individual, group or company pension plan (65A32) |
- | YES | YES | YES | - |
|
Cash lump sum application form (Editable PDF) Complete to apply to take a cash lump sum from your Pension Portfolio Plan, Individual Pension Plan, or Retirement Solutions Plan (2TA1405) |
- | YES | YES | - | YES |
|
Small pot commutation option application form (Editable PDF) Complete to apply to take your pension savings under the small pots option (2TA1586) |
- | YES | YES | - | YES |
|
Direct Debit instruction (Editable PDF) Complete if making regular contributions to your plan by Direct Debit (65A54) |
- | YES | YES | YES | - |
|
Change of investment form (PDF) Complete to alter your investment choice (32A28) |
YES | YES | YES | YES | - |
|
Executive Pension Plan tax-free cash entitlement form (PDF) Complete to gather all the information required to calculate the maximum tax-free cash entitlement for a member (32A30) |
- | - | - | - | - |