SIPP Account Forms
Transferring existing personal pensions to your SIPP
Transfer Authority - instruction to your existing provider
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:
Contributing to your SIPP:
Contributions form - cash contribution from you and/or your employer
Contributions Guide - a guide to paying in to your SIPP
Third party contributions form - cash contributions from a third party
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:
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:
Expression of Wish:
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.
SIPP Key Features
View the key features of an Interactive Investor SIPP, together with its benefits and risks.