Form sa970 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the Self Assessment tax reference at the top of the form. This is crucial for identifying your registered pension scheme.
3. Fill in the pension scheme name and correspondence address completely. Ensure accuracy to avoid any delays in processing.
4. Proceed to complete sections regarding income, including UK income and overseas investments. Use blue or black ink if filling out manually, but our platform allows you to type directly into the fields.
5. For each income type, indicate whether you received it by marking 'Yes' or 'No'. If applicable, provide amounts in the designated boxes.
6. Complete the declaration section at the end of the form, ensuring you sign and date it before submission.

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