SIPP Account Forms

Transferring existing personal pensions to your SIPP

Transfer Authority - instruction to your existing provider.

Please note that a transfer -in fee applies to the transfer of an existing pension or SIPP.

Where the pension being transferred includes Defined or Safeguarded Benefits please read the Defined and Safeguarded Benefits Guidance notes and include with your Transfer Authority:

Member Declaration

Financial Adviser Declaration

Contributing to your SIPP:

Contributions form - cash contribution from you and/or your employer

Contributions Guide - a guide to paying in to your SIPP

Direct Debit authority - regular cash contributions from you, your employer or a third party.  A seperate form is required for each contributor.

In Specie Contributions form - transferring existing investments as a contribution to your SIPP. (This facility is currently unavailable while HMRC conduct an industry-wide review of the process.) 

Carry Forward Contributions form - to accompany any of the above where you are using past year annual allowances

Drawing your Pension Benefits:

Payments of Benefits Guidance Notes

Taking Pension Benefits 

Upon receipt of this we'll prepare an illustration showing what your pension income would be based on your stated requirements and send you a Commencement of Pension Benefits form so you can confirm your choices. 

Transferring your SIPP to another provider:

Transfer Out form

Expression of Wish:

Expression of Wish form

More information

Key Features Illustration

As part of the process for getting your SIPP up and running, we'll ask you to provide some details so that we can provide you with an illustration of how your pension fund might grow, based on the contribution you may make and any transferred pension plan.  For those in drawdown, it will show the effect of income drawdown in your pension fund.  We'll provide a link to completing your illustration as part of the account opening process.  If you're not sure what details to enter, take a look at our handy guide to completing your illustration.

Completing your growth illustration

Completing your drawdown illustration

SIPP Key Features

View the key features of an Interactive Investor SIPP, together with its benefits and risks.

SIPP Terms and Conditions