Transfer slip form 2026

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  1. Click ‘Get Form’ to open the transfer slip form in the editor.
  2. In SECTION A – YOUR DETAILS, fill in your title, forename(s), surname, payroll ID, date of birth, telephone number, and email address. Ensure all entries are in BLOCK CAPITALS and black ink.
  3. Move to SECTION B – YOUR DECLARATION. Here, provide the full name and address of your previous pension provider(s) along with their reference/policy numbers. Make sure to include any latest correspondence from them.
  4. In SECTION C – YOUR AUTHORISATION, read the data protection statement carefully. Sign and date the form to authorize Equiniti to process your information.
  5. Once completed, download or save your filled form and return it to Equiniti Limited at the provided address.

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2023 4.5 Satisfied (22 Votes)
2014 4 Satisfied (32 Votes)
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