Get Transfer Out Application

This guide aims to provide a clear and supportive overview of how to complete the Transfer Out Application online. It details each section of the form to ensure you have all the necessary information to facilitate your pension transfer.

Follow the steps to fill out your Transfer Out Application accurately.

1. Press the ‘Get Form’ button to access and open the Transfer Out Application in your editor.
2. Begin by filling out Part 1, which includes your personal details. Provide your title, full surname, first name(s), National Insurance Number, date of birth, Standard Life plan number, address, contact number, and email address using uppercase letters.
3. In Part 2, enter the details about the Receiving Scheme. Specify the type of scheme (Occupational Pension Scheme, Personal Pension Scheme, or Small Self-Administered Scheme), then provide the scheme's name, HMRC Pension Scheme Tax Reference number, contact number, and address. Additionally, include the names of the scheme’s trustees if applicable.
4. If you have received financial advice regarding this transfer, state the name of the advising company, the financial adviser’s name, and their contact number.
5. Proceed to Part 3, where the Trustee or Scheme Administrator of the Receiving Scheme must verify and sign. This section requires confirmation that the Receiving Scheme accepts the transfer and complies with the relevant regulations.
6. Lastly, complete Part 4 by affirming your understanding and consent to the transfer of benefits. Sign and date the form, ensuring all information provided is accurate and complete.
7. After completing all the required fields, review the form for accuracy. You may save changes, download, print, or share the form for submission.

Complete your Transfer Out Application online today for a smooth pension transfer process.