Get Transfer Slip Form

The Transfer Slip Form is essential for individuals interested in transferring benefits from a previous pension arrangement. This guide provides clear, step-by-step instructions for completing the form online, ensuring a smooth process for all users.

Follow the steps to complete your Transfer Slip Form online.

1. Press the ‘Get Form’ button to access the form and open it in your preferred editor.
2. In Section A, fill in your details. Enter your title, telephone number, forename(s), email address, surname, payroll ID (this is mandatory), and date of birth. Ensure all entries are in BLOCK CAPITALS and use black ink.
3. In Section B, complete your declaration regarding the transfer. Authorize Pensions Administration, Equiniti, to collect any necessary information by providing the full name and address of your previous pension providers along with their reference/policy numbers.
4. It is crucial to attach the latest correspondence you have received from your previous pension provider, as mentioned in this section.
5. In Section C, review the data protection statement. By signing and dating this section, you consent to the processing of your personal information in compliance with the Data Protection Act 1998.
6. After completing all sections, you can save changes, download, print, or share the form as needed.

Complete your Transfer Slip Form online today to manage your pension benefits effectively.