Get Apss262 2020-2025

The Apss262 form is essential for scheme administrators of registered pension schemes to notify HM Revenue & Customs about transfers to a Qualifying Recognised Overseas Pension Scheme. This guide provides clear, step-by-step instructions for completing the form effectively.

Follow the steps to complete the Apss262 form online

1. Press the ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter the name of the UK pension scheme in the designated field.
3. Provide the Pension Scheme Tax Reference (PSTR) number, or if unavailable, include the policy or contract number.
4. Fill in the transferring member's title, last name, and first name(s). Include their National Insurance number, as applicable. If the member does not have a NINO, note the reason and any related HMRC reference number.
5. Input the member's date of birth in the specified format (DD MM YYYY).
6. Provide the principal residential address of the transferring member. Ensure this address is not a PO Box or c/o the scheme manager.
7. Include the date the member left the UK if their address is outside the UK, or check the box if they do not have a previous UK address.
8. Specify the total amount of transfer in pounds, rounding to the nearest pound.
9. Indicate the date of the transfer in the appropriate field (DD MM YYYY).
10. Describe the nature of the transfer in detail. If it includes shares, property, or other assets, provide full descriptions and valuations.
11. If applicable, complete the section for the QROPS receiving the transfer, including the full name, country of establishment, and relevant HMRC reference number.
12. Fill out the scheme manager information, including title, name, email address, and phone number.
13. In the declaration section, confirm that the scheme administrator has checked the member's information and provide the necessary signatures along with dates.
14. After completing the form, save your changes, and use the options available to download or print it as needed.

Complete your documents online to ensure a smooth submission process.