Get Apss262

The Apss262 form is essential for Scheme Administrators of registered pension schemes to notify HM Revenue & Customs (HMRC) about transfers to a Qualifying Recognised Overseas Pension Scheme (QROPS). This guide will help you navigate the online filling process with clarity and support.

Follow the steps to complete the Apss262 form effectively.

1. Press the ‘Get Form’ button to obtain the Apss262 form and access it in the online editor.
2. In the 'About the transferring UK pension scheme' section, provide the name of the UK pension scheme and the HMRC reference number (Pension scheme tax reference). If you do not have a PSTR, provide an applicable reference such as the Superannuation Fund reference or Contract/Policy number.
3. Next, complete the 'About the transferring member' section. Include the member's title, surname, first name(s), and year of birth. If the member does not have a National Insurance number (NINO), indicate this and follow the provided guidance on obtaining or confirming NINO status.
4. Fill out the principal residential address, ensuring it is not a PO Box. If the member's address is outside the UK, also provide their last principal address in the UK. Include a contact phone number if available.
5. In the 'About the transfer' section, enter the total amount of the transfer rounded to the nearest pound. Also, provide the date of transfer.
6. Describe the nature of the transfer in detail. Specify if there are shares, property, or other assets included, and provide their respective values, rounding to the nearest pound.
7. For the QROPS receiving the transfer, provide the full name, country of establishment, and HMRC reference number of the QROPS. Also include the scheme manager's name, address, email, and phone number.
8. Complete the declaration by checking and confirming the member's provided information. Ensure that you retain this data, as HMRC may request it. Input the date of signature and sign as the UK scheme administrator.
9. Review all filled sections for accuracy and save your changes. You can download, print, or share the completed form as needed.

Complete your Apss262 form online today to ensure timely notification of pension asset transfers.