How to use or fill out transfer slip form with our platform
- Click ‘Get Form’ to open the transfer slip form in the editor.
- 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.
- 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.
- In SECTION C – YOUR AUTHORISATION, read the data protection statement carefully. Sign and date the form to authorize Equiniti to process your information.
- Once completed, download or save your filled form and return it to Equiniti Limited at the provided address.
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