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Get Transfer Out Form - Lloyds Banking Group Colleague Pensions
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How to fill out the Transfer Out Form - Lloyds Banking Group Colleague Pensions online
Filling out the Transfer Out Form for the Lloyds Banking Group Colleague Pensions is essential for processing your pension transfer. This guide will provide you with clear steps to complete the form accurately online.
Follow the steps to successfully complete the form.
- To obtain the Transfer Out Form, press the ‘Get Form’ button to access it in your preferred format.
- In SECTION A, enter your full name in capital letters and provide your National Insurance number accurately.
- Move to SECTION B, where you will indicate the transferring scheme details. Specifically, confirm that you require the Trustee to pay the transfer value of your benefits to the Receiving Scheme. Write the name of the Receiving Scheme in the designated field and select its type from the available options: Occupational Pension Scheme, Personal Pension Scheme/Stakeholder Pension, or Buy-out Policy.
- In SECTION C, review the authorisation section carefully. Here, you are acknowledging that the Trustee is discharged from any further obligation related to benefits under Your Tomorrow upon completion of this request. Ensure that you sign and date this section.
- After filling out all relevant sections in BLOCK CAPITALS and black ink, you can save your changes, download, print, or share the completed form as needed. Finally, return the document to Equiniti Limited at the address provided.
Complete your Transfer Out Form online today for a smooth transition of your pension benefits.
Related links form
You can transfer your pension fund to another pension scheme – generally any time up to one year before the date when you are expected to start drawing retirement benefits. In some cases, it's also possible to transfer to a new pension provider after you've started to draw retirement benefits.
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