Small lump sum claim form. Individual pension plan

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1 Small lump sum claim form Individual pension plan

2 Your guide to small lump sum payments You are entitled to free guidance about your retirement options. The Government has set up a free guidance service called Pension Wise which offers a free, impartial service to help you understand your choices at retirement. Pension Wise can provide you with guidance by telephone, over the internet, or face to face. You can visit their website If the value of your retirement fund is low enough In certain circumstances HM Revenue & Customs (HMRC) will allow you to take the full plan value as a lump sum called a small lump sum payment. To receive this you must be eligible under HMRC Rules. There are different small lump sum options explained below. You should take advice if you need help or are not sure what to do. Option A Individual plan value is not more than 10,000 This option may be available if you are age 55 or over (or earlier if you have a protected retirement age or are in ill health), regardless of the value of your other pension savings or small lump sum payments under an occupational pension scheme. The current regulations allow up to 10,000** from each arrangement to be paid as a lump sum and for this to happen under a maximum of three arrangements. You may need to take advice if you have several low value plans. **Note before 27 March 2014 the maximum amount was 2,000 per arrangement. Option B Individual plan value is more than 10,000 and up to 30,000 This option may be available if you are age 55 or over (or earlier if you have a protected retirement age or are in ill health), regardless of the value of your other pension savings or small lump sum payments under an occupational pension scheme. The current regulations allow up to 10,000** from each arrangement to be paid as a lump sum and for this to happen under a maximum of three arrangements. If you meet these requirements, Zurich will endorse your plan so that it becomes two or three arrangements. You may need to take advice if you have several low value plans. **Note before 27 March 2014 the maximum amount was 2,000 per arrangement. How is the payment taxed One quarter of the value of your benefits is paid as a tax-free cash sum. The rest of your fund is taxed at basic rate and is paid as a lump sum. As all small lump sum payments are treated as income in the tax year in which they are paid, this could impact any tax allowances such as age allowance or any means tested state benefits. Depending on your income from other sources, such as income from employment or your state pension, you may need to pay more tax or you may be able to get a tax refund from HMRC. How much tax you pay will depend on your personal circumstances. You should discuss the impact of this payment with your financial adviser or local tax office. 2

3 Claim Form If you want to take your benefits as a small lump sum payment, you ll need to complete the claim form and return it to us. We are obliged to tell HMRC if we make a small lump sum payment to you. If you have more than one plan with Zurich, we will need a separate claim form completed for all small lump sum payments being claimed under small lump sum rules. As the claim value isn t known until we receive all our requirements, we ll contact you if your plan value is more than the permitted amount for the option you have chosen, and ask you how you want to proceed. Advice We are not able to give any advice about the implications of you taking benefits in this way or any impact it may have on tax allowances or other state benefits such as Housing Benefit and Pension Credit. Please contact your adviser if you need any help. You can get information about Housing Benefit from your local council office and other state benefits from your local Department for Work and Pensions office. Claim form 1 Your details Title Name Previous surname (If applicable) Portfolio/Account number Address Postcode Date of birth We will pay your benefits once we ve received all our requirements. If you want to take your benefits at a later date, please tell us below. Date Marital status (for example single, married, separated, divorced) Sex Male Female National insurance number (from your tax return or payslip) Contacting you We may need to contact you to discuss the claim and if you provide your telephone number this will help to avoid any delays. Daytime telephone number Evening telephone number If you would like to receive and text updates on the progress of your claim, please provide an address or a mobile phone number. I would like to receive and text updates on my claim Yes No Mobile telephone number address The above contact details will not be used for marketing purposes, unless you have previously agreed to such use. 3

4 Claim form (continued) Bank account details Zurich will send your payment directly into your chosen bank/building society account. Please complete your bank/building society details. Name of Bank / Building Society Branch name Sort code Branch address Account number Building Society roll number (if applicable) Postcode Account holder name Account type (ie. Sole/Joint /Deposit) 2 Have you taken advice or guidance on your retirement options? We recommend you consider taking regulated financial advice or use the guidance available from Pension Wise before making a decision. Have you used the guidance available from Pension Wise? Yes No Please confirm if you have received advice from a regulated financial adviser before making this claim: Have you received advice? Yes No 3 Which small lump sum option do you want to use? The notes on pages 2 and 3 give more information to help you decide which option to use. Option A (Individual plan value is not more than 10,000) This option can only be used three times under current regulations. Please tick to confirm you have not taken this type of small lump sum payment more than twice before under any of your individual pension plans (whether with Zurich or other providers)? If you selected option A, please complete section 4. or Option B (Individual plan value is between 10,000 and 30,000) The current regulations allow up to 10,000** from each arrangement to be paid as a small lump sum and for this to happen under a maximum of three arrangements. If you cannot meet this requirement you will not be able to take a small lump sum under this option. Have you taken a small lump sum payment previously? Yes No If yes, please give details of amounts and dates. **Note before 27 March 2014 the maximum amount of small lump sum payment was 2,000. 4

5 4 Declaration Warning: Zurich must report certain details in this form to HMRC. If any of the details and statements you have made in this form are not true or complete this may lead to additional tax charges or severe penalties being imposed on you by HMRC. We have enclosed information on the things you should consider before making your claim. If you do not understand the information we ve provided or would like to ask any questions, then please contact us, use the guidance available from Pension Wise, or speak to a financial adviser before signing and returning this claim form. I authorise Sterling ISA Managers Limited, trading as Zurich, to pay the plan proceeds as detailed in this claim form and as permitted by the plan terms and conditions and any other supporting documentation. Further, I authorise Sterling ISA Managers Limited, trading as Zurich, to use the information provided on this form for the administration and payment of benefits arising from this plan in accordance with the Data Protection Act Where you are providing information relating to a third party, we assume you have their authority to do this. I am aware that: Zurich recommend I consider taking regulated financial advice or use the guidance available from Pension Wise the payment, less my tax-free cash lump sum, is subject to tax as income and consent to the payment via PAYE the final value will be calculated on the next valuation date following receipt of this fully completed claim form and any other information required, or a later date you have chosen in section 1. I declare that: I am not bankrupt and have not been since starting this plan the benefits in the plan do not form part of a divorce settlement and I understand I must tell Zurich if that is the case the statements and information contained in this form, and the details Zurich holds in respect of me are, to the best of my knowledge and belief, correct and complete. I authorise Zurich to pay the benefits detailed in this form in full and final settlement of my claim and discharge Zurich from any further liability in respect of this plan. Signature Date Checklist To make sure your small lump sum payment is not delayed, please remember to fully complete, sign and date the form before returning it to us. 5

6 PW (04/ 15) RRD Zurich is a trading name of Sterling ISA Managers Limited. Sterling ISA Managers Limited is registered in England and Wales under company number Registered Office: The Grange, Bishops Cleeve, Cheltenham, GL52 8XX.

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