Get Request For The Scheme To Pay

This guide provides a clear and supportive approach for users to fill out the Request for the scheme to pay online. Whether you are familiar with tax documentation or new to the process, this comprehensive guide will help ensure you complete the form correctly.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to obtain the document and open it for editing.
2. Fill in your plan number, which is essential for identifying your specific pension plan. Make sure to check it carefully.
3. Indicate whether you wish Standard Life to pay part or all of your Annual Allowance tax charge from your plan. This section is crucial to convey your intent.
4. Complete Section 3 with your personal details, including title, date of birth, surname, first name(s), national insurance number, and your complete address.
5. In Section 4, detail the tax liability information. Specify the tax year, the total amount of your tax liability you want Standard Life to cover, and if this corresponds to voluntary payments.
6. Indicate whether the liability you provided is a final figure or an estimate. If this entry is an amendment to a previous request, provide the needed details.
7. If applicable, complete Section 5 by answering questions regarding your plans to take benefits from the pension plan before the current tax year ends or turning 75.
8. Review Section 6 for the declaration. You must acknowledge your understanding of the implications of submitting this request and provide your signature and date.
9. Submit the completed form in paper format with an original signature to Standard Life at the specified address. Ensure it reaches them by the deadlines outlined earlier in the form.

Complete your Request for the scheme to pay online today to ensure timely processing.