Get Uk Railways Pension Scheme Pm78 2018-2025

Filling out the UK Railways Pension Scheme PM78 form is a crucial step in applying for your preserved benefits. This guide will provide you with clear and supportive instructions on how to complete the form accurately and submit it online.

Follow the steps to effectively complete the PM78 form.

1. Click 'Get Form' button to obtain the PM78 form and open it for online completion.
2. Section A - Personal Details: Enter your title, first names, surname, postcode, pension reference number, contact numbers, date of birth, preferred pension start date, and email address. Ensure you use BLOCK CAPITALS for clarity.
3. Section B - Payment Details: Provide your bank or building society details for pension payments, including sort code, account number, and account holder's name. Ensure it is your account or a joint account.
4. Section C - Your Options: Choose your options for receiving benefits. Indicate your preference for cash lump sum, level pension, and extra dependant’s pension if applicable. Be sure to tick the appropriate boxes.
5. Section D - Independent Financial Advice: If you wish to receive financial advice, you can consider services provided by Origen Financial Services. This step is optional but recommended for clarity on your options.
6. Section E - Lifetime Allowance: If you have received pension benefits from other schemes, provide the name of the provider and the percentage of Lifetime Allowance used. If none, you may skip this section.
7. Section F - BRASS: Acknowledge the switching of your current BRASS units. This will require your authorization for RPMI to complete the switch process.
8. Section G - Declaration: Confirm your understanding of the options available, provide your signature and the date, and be mindful of data protection. State that you do not intend to invest any tax-free cash lump sum into a pension arrangement.
9. Once all sections are filled out accurately, save your changes, then download and print the completed form along with your original documents (birth certificate and marriage certificate, if applicable).
10. Send the completed form and required documents to RPMI, ensuring they are correctly addressed to facilitate timely processing.

Complete your PM78 form online to secure your pension benefits today.