Get G59 Deferred Form

The G59 Deferred Form is essential for processing your pension payment. This guide provides clear, step-by-step instructions to accurately complete the form online, ensuring a smooth submission process.

Follow the steps to fill out the G59 Deferred Form online.

1. Click the ‘Get Form’ button to obtain the G59 Deferred Form and open it in your preferred environment.
2. In the 'Your personal details' section, fill in the following fields: Title (Mr, Mrs, etc.), Full Name, Date of Birth, National Insurance (NI) Number, Address, Postcode, Home Telephone Number, Mobile Telephone Number, and Home Email Address.
3. Next, proceed to the 'Your bank account details' section. Enter the Name of the Account Holder, Sort Code, Account Number, Roll Number (if applicable), and the Name and Address of your Bank or Building Society.
4. If applicable, provide details about your spouse or civil partner in the designated section. Attach copies of relevant documents like marriage or civil partnership certificates.
5. Complete the 'Your death benefit nomination' field, indicating your preferred nominee for the death benefit lump sum, ensuring you include their name and relationship.
6. Answer the lifetime allowance questions (Q1 to Q7) carefully, providing all necessary information and attaching any required documents. This section determines tax implications associated with your pension.
7. Fill out the 'Additional Voluntary Contributions (AVCs)' section if applicable, indicating your previous contributions and selecting any ongoing deductions you wish to maintain.
8. Finish the form by signing and dating the declaration, ensuring all information is accurate to the best of your knowledge.
9. Review the entire form for completeness. Once satisfied, you can save your changes, download a copy, print it, or share the form as needed.

Complete your G59 Deferred Form online today to facilitate timely processing of your pension.