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Get Reassure Form D1
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How to fill out the Reassure Form D1 online
This guide provides a clear and supportive approach to filling out the Reassure Form D1 online. It outlines the necessary steps for accurately completing the form to ensure your pension arrangements are processed correctly.
Follow the steps to successfully complete the Reassure Form D1.
- Click the ‘Get Form’ button to download the form and open it in the editor.
- Begin with Section 1, where you must fill in your personal details including your surname, forenames, policy number, and National Insurance number. Ensure all information is accurate and initial any corrections.
- Proceed to Section 2 and provide details of benefits that will be taken now. Include values and the percentage of Standard Lifetime Allowance (SLA) for each benefit. Ensure to attach supporting evidence such as retirement quotations.
- In Section 3, enter information in either subsection 3.1 for pensions or annuities started before 6 April 2006, or subsection 3.2 for those started on or after this date. Calculate the SLA percentage and provide necessary evidence.
- For Section 4, if applicable, indicate any income drawdown arrangements and their SLA percentages.
- In Section 5, detail other pension events, such as transfers to overseas schemes, and calculate the relevant percentages of SLA.
- Sum the total percentages in Section 6 to reflect the total SLA used.
- Section 7 requires you to disclose any protective registrations with HMRC. Provide supporting certificates for any protection registered.
- Specify any order of events in Section 8 if you anticipate simultaneous benefits that may exceed your available SLA.
- In Section 9, indicate if you plan to take a Pension Commencement Lump Sum and include questions regarding any disqualifying pension credits.
- Finally, review and complete Section 10 by signing and dating the form, affirming that all provided information is accurate. Attach all required evidence.
- After completing the form, save your changes and prepare to download, print, or share the form as needed.
Complete the Reassure Form D1 online today for efficient management of your pension benefits.
Contact your current pension provider and the provider you want to transfer to. You'll need to check if: your existing pension scheme allows you to transfer some or all of your pension pot. the scheme that you wish to transfer into will accept the transfer.
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