FOR ADVISERS ONLY
Submitting applications online
Submitting personal pension application forms
You can use our personal pension online form to upload and securely submit personal pension application forms, when it's not been possible to get a handwritten signature from your client:
- The application form doesn't need to be signed by your client. Instead, we'll accept an email from your client as an electronic signature. You should make sure that there's suitable security used on any emails between you and your client, particularly for emails which might contain personal information about the client or their plan.
- Your client should confirm in the email that they agree with the relevant declarations and they want to submit the application. The client email should also include the completed, unsigned application form as an attachment. We’ve created some standard wording for the client to use.
- You should then upload the client email as a supporting document on the online form. Here's some instructions on how to complete the online form.
We can also accept copies of scanned personal pension application forms that have been signed by the client and forms that have been submitted with an electronic signature.
And in the exceptional circumstance where the client doesn't have access to email or the internet, we can accept a verbal agreement from them over the phone.
Just let us know in the comments section of our personal pension online form.
Personal pension forms
Most of our personal pension application forms are available as editable PDFs.
The drop-down menus below show the various formats in which our personal pension application forms can be submitted to us.
| Form | Signed, scanned application | Electronic signature | Unsigned app via our online form, along with client email |
|---|---|---|---|
| Pension Portfolio application form (65A49) - editable PDF |  |
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| Pension Portfolio application form - transfer only (APPPPPD0001) - editable PDF | |
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| Pension Portfolio Income Release application form (65A50) - editable PDF | |
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| Pension Portfolio Income Release application form - transfer only (APP2TPD0001) - editable PDF | |
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| Personal Pension with Self Investment (SIPP) application form (65A51) | |
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| Beneficiary Income Release application form (65A55) | |
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| Form | Signed, scanned application | Electronic signature | Unsigned app via our online form, along with client email |
|---|---|---|---|
| Pension Portfolio - single contribution application form (65A59) - editable PDF | |
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| Pension Portfolio - additional contribution application form (65A6) - editable PDF | |
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| Pension Portfolio Income Release - switch on application form (65A53) - editable PDF | |
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| Pension Portfolio Income Release - additional contribution with tax-free cash application form (65A39) - editable PDF | |
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| Pension Portfolio Income Release - additional tax-free cash, start/change income and full withdrawal application form (65A41) - editable PDF | |
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| Self Investment switch on application form (65A10) | |
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| Pension Portfolio & SIPP additional contribution application form (65A15) | |
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| Form | Signed, scanned application | Electronic signature | Unsigned app via our online form, along with client email |
|---|---|---|---|
| Change of investment form (32A28) - editable PDF | |
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| Direct debit instruction (65A54) - editable PDF | |
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| Payment of benefits on death form (14P27) - editable PDF | |
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online form* |
| Pension Portfolio ongoing adviser charge form (14P51) - editable PDF | |
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| Ad hoc adviser charge instruction form (14P45) - editable PDF | |
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| Block transfer form (65A32) | |
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| Cash lump sum application form (2TA1405) - editable PDF | |
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online form* |
| Small pot commutation option application form (2TA1586) | |
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online form* |
| Self Investments - investment disclaimer and risk warning (65A29) | |
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| Income request form | online form* | ||
| Adviser instructions authorisation (Individual Pension Plan) (32A26) | online form* | ||
| Single contribution application (Pension Portfolio Plan) | online form* |
* Online form already exists that allows information to be provided directly without the application form needing to be uploaded.
Submitting workplace pension application forms
You can use our workplace pension online form to upload copies of scanned workplace pension application forms that have been signed by the client and forms that have been submitted with an electronic signature.
Some of our workplace pension application forms are also available as editable PDFs.
The drop-down menu below shows the various formats in which our workplace pension member application forms can be submitted to us.
*Online form already exists.
**Online form already exists for non automatic enrolment schemes.