How to use or fill out AUTHORITY TO TRANSFER FORM with our platform
- Click ‘Get Form’ to open the AUTHORITY TO TRANSFER FORM in the editor.
- In Section A, enter your personal details in BLOCK CAPITALS. Fill in your title, forename(s), surname, date of birth, telephone number, email address, and Payroll ID or National Insurance Number. Ensure that all mandatory fields are completed.
- Move to Section B to provide information about your previous pension arrangements. Authorize the Scheme administrator by checking the relevant box and list the full names and addresses of your previous pension providers along with their reference/policy numbers.
- In Section C, review how your data will be handled. Familiarize yourself with the Trustee's role as a data controller and understand what personal data may be collected.
- Finally, in Section D, sign and date the form to authorize the transfer request. Make sure to double-check all entries before submitting.
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Can I sign my AUTHORITY TO TRANSFER FORM with my mobile phone?
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