Pension Transfer Form

Pension Transfer Form

Use this form to request transfer of pension benefits from the Current Pension Scheme to the Receiving Pension Scheme. Complete all sections in full. Failure to provide accurate information or required attachments may delay processing.

Section A — Member Information

Section B — Current Pension Scheme (Transferring From)

Section C — Receiving Pension Scheme (Transferring To)

Section D — Transfer Instruction

Transfer Type (select applicable option(s)). I request the current scheme to transfer the benefits as selected below and authorize release of all records and amounts necessary to effect the transfer.

Full transfer of all accrued benefits

Partial transfer — specify amount:

Transfer lump sum equivalent of accrued cash value

Payment Preference: Direct transfer to receiving scheme Pay to member (subject to tax and withholding)

Requested Transfer Date: Day Month Year

Section E — Bank Details for Transfer of Funds

Provide receiving bank or scheme payment details for completion of monetary transfer. The receiving scheme is responsible for confirming account details.

Section F — Tax, Fees and Withholding

I acknowledge that transfers may give rise to tax consequences, statutory deductions, or fees. I instruct the transferring scheme to:

Deduct transfer fees and statutory withholdings from the transfer amount before remittance. I do not authorize deduction of fees (I accept responsibility to reimburse fees directly).

Section G — Declarations, Consents and Authority

By signing below I declare and warrant that the information provided in this form is true and complete to the best of my knowledge. I authorize the current scheme, its trustees and administrators to release any records and to transfer funds and entitlements as instructed. I acknowledge that:

• The receiving scheme may apply its own rules to the transferred benefits and those rules will govern the benefits after transfer.
• I remain responsible for any tax, penalties, or reporting obligations arising from this transfer unless otherwise required by law.
• I will indemnify and hold harmless the current scheme, its trustees and administrators from any claims arising from inaccurate information provided by me or my failure to obtain required consents.

I understand the potential impact on my benefits and tax position and consent to this transfer.

Section H — Required Attachments (tick when attached)

Copy of photographic identification

Recent benefit or value statement from current scheme

Spouse / beneficiary consent (if legally required)

Employer consent (if required by scheme rules)

Bank details confirmation or voided cheque (for payments)

Section I — Administrator Use Only

Certification: By signing above I certify under penalty of perjury that I am the person named on this form, that I am authorized to request transfer of the stated benefits and that the information and documents supplied are true, complete and accurate. I acknowledge that trustees and administrators may at their discretion seek further verification and that processing will be subject to scheme rules and applicable law.

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