Get Apss263

Filling out the Apss263 form online is a crucial step for individuals looking to transfer their pension funds to a Qualifying Recognised Overseas Pension Scheme (QROPS). This guide provides a thorough overview of the form’s components and offers detailed instructions to help you complete it accurately and efficiently.

Follow the steps to complete your Apss263 form online:

1. Press the ‘Get Form’ button to access the Apss263 form and open it in your editor.
2. Complete the section titled 'About you'. Provide your full name, including first name(s) and last name, and ensure you enter your date of birth in the format DD MM YYYY. Fill in your principal residential address, which cannot be a PO Box unless necessary, as well as your contact phone number.
3. In this section, include your National Insurance number. If you do not have one, indicate the reason and provide any HMRC reference number you may have received.
4. If your address is not in the UK, provide your last principal address in the UK. Additionally, if applicable, indicate the date you left the UK.
5. Proceed to the section 'About the QROPS receiving the transfer'. Enter the HMRC reference number assigned to the QROPS and state the name and address of the QROPS.
6. Enter the country in which the QROPS is established and regulated. Answer the subsequent questions regarding the type of QROPS receiving the transfer, indicating whether it is an occupational pension scheme, an overseas public service scheme, or an international organisation.
7. Complete the section titled 'Your employment details' by providing your employer's name, job title, and address. Include the date your employment began.
8. If you know your payroll tax reference number, provide it; otherwise, move to the next section.
9. In the 'Acknowledgement' section, answer the question regarding whether you have been informed that you can access some or all of the value of this transfer before reaching the age of 55. Sign and date the form, affirming that the information provided is accurate and complete.
10. Review your completed form for any errors or omissions. Once satisfied, you can save changes, download, print, or share the form as required.

Begin your online application process by completing the necessary documents today.