Get Uk Apss263 2017-2026

The UK APSS263 form is essential for transferring sums or assets from a registered pension scheme to a Qualifying Recognised Overseas Pension Scheme (QROPS). This guide provides clear and systematic instructions for completing the form accurately.

Follow the steps to fill out the UK APSS263 online

1. Press the ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill in your full name in the designated fields, ensuring first and last names are clearly stated.
3. Provide your date of birth in the format DD MM YYYY.
4. Enter your principal residential address, ensuring it is not a care of address or a PO Box unless required due to your country of residence.
5. If your principal residential address is outside the UK, indicate the date you left the UK in the format DD MM YYYY.
6. Supply your National Insurance number. If you do not have one, explain the reason and include any HMRC reference number received.
7. Complete the section regarding the QROPS receiving the transfer. Begin by entering the QROPS reference number and responding to whether it is an occupational pension scheme.
8. List the name and address of the QROPS.
9. Indicate the country in which the QROPS is established and regulated.
10. Provide details about your employment, including the name of your employer, your job title, and the employer's address.
11. Complete your employment details by stating the date your employment began in the format DD MM YYYY.
12. Answer the question regarding your payroll tax reference number, selecting whether you know it or not.
13. Complete the acknowledgment section, confirming whether you have been informed about accessing the value of the transfer prior to reaching age 55.
14. Sign and date the form, certifying that the information provided is correct and complete.
15. Finally, save your changes, download, print, or share the completed form as needed.

Complete your UK APSS263 form online for a smooth pension transfer process.