Fillable Online & TRUSTEE DECLARATION Fax Email Print - DocHub 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin with Part A, entering the Scheme Details. Fill in the Name of Scheme, Principal Employer Name, and Date Service Commenced. Attach a copy of your latest P60 if required.
3. Move to Part B for Member Details. Select your title (Mr/Mrs/Miss/Ms/Other), then provide your Surname, Forename(s), Permanent Residential Address, Postcode, Telephone Number, Email, Marital Status, Date of Birth, NI Number, and Self-Assessment Unique Taxpayer Reference.
4. In Part C, express your wishes regarding beneficiaries by filling in their details including name, address, relationship, and date of birth.
5. Proceed to Part D to indicate if you have benefits from other schemes and whether you wish to transfer them to the SSAS.
6. Complete Part E by stating if you have registered for Lifetime Allowance Protection and specify which protection applies.
7. In Part F, read through the Member Declaration carefully and confirm your agreement by signing and dating the form.
8. Finally, review all sections for accuracy before submitting via fax or email as indicated at the end of the document.

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