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How to fill out the Apss262 online
This guide will walk you through the process of filling out the Apss262 form online. Designed for scheme administrators, the Apss262 is used to notify HM Revenue & Customs of the transfer of assets to a Qualifying Recognised Overseas Pension Scheme.
Follow the steps to complete the Apss262 form accurately.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Begin by filling out the 'About the transferring UK pension scheme' section. Provide the UK pension scheme name and the HMRC reference number, or if unavailable, the policy or contract number.
- Next, complete the 'About the transferring member' section. Enter the member's title, last name, first names, National Insurance number, and date of birth. If the member does not have a National Insurance number, include written confirmation of their status.
- Fill in the principal residential address of the transferring member. Ensure this is a valid address and not a c/o address or a PO Box number unless necessary.
- Input the date the member left the UK if they are now residing outside the UK. Provide the previous UK address if applicable.
- Complete the 'Amount of transfer' section with the total value of cash and assets being transferred. Round to the nearest pound.
- Describe the nature of the transfer by providing details of any assets being transferred, including cash, unquoted shares, quoted shares, and any other assets. Clearly state the value of each.
- Fill out the 'About the QROPS receiving the transfer' section. Include the full name of the QROPS and its HMRC reference number. Specify if the scheme manager is an individual or an organization, and provide the required details accordingly.
- In the 'Declaration' section, ensure to sign and print your name as the UK scheme practitioner or administrator, and provide the date of declaration.
- Finally, review all entries for accuracy. Save your changes, and you will have options to download, print, or share the completed form.
Complete your Apss262 form online today to ensure prompt processing of your transfer.
You can contact the UK pension service from abroad by calling their international customer service number or using their online contact form. Before calling, ensure you have your personal details handy to expedite the process. For added convenience, Apss262 can assist you in finding the right contact methods based on your location.
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