Get Pension Transfer Form

The Pension Transfer Form is an essential document for individuals looking to transfer their pension benefits to a new scheme. This guide provides step-by-step instructions to help you complete the form accurately and efficiently online.

Follow the steps to fill out the Pension Transfer Form.

1. Click ‘Get Form’ button to obtain the Pension Transfer Form and open it for editing.
2. Begin with the 'Personal Details' section by entering your full name and, if available, your Nucleus reference number. This information is crucial for identifying your application.
3. In the 'Ceding Scheme Details' section, provide the name of the scheme and the address of the scheme administrator, including the postcode and telephone number if known.
4. Move to the 'Transfer Details' section. Here, list your policy or plan number(s) and indicate whether you are requesting a full or partial transfer of benefits.
5. Provide the estimated transfer value and include a guarantee date, if applicable. This information helps ensure the accurate processing of your request.
6. In the 'Client Authorisation' section, confirm your understanding of the implications of the transfer by checking all authorized statements. You will need to sign and date the form at the designated areas to validate your request.
7. Once all sections are completed, review your entries for accuracy. After confirming that all information is correct, you can save your changes, download the form, print it out, and share it as needed.

Start filling out your Pension Transfer Form online today for a seamless transfer process.