ANNUITY OPEN MARKET OPTION REQUEST
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1 ANNUITY OPEN MARKET OPTION REQUEST Please complete in block capitals and in black ink, ticking boxes where appropriate and return it to: Astute Trustee Services Limited, 45 Berry Lane, Longridge, Preston, PR3 3JP Application Guide This form is to be used when you wish to exercise the open market option to purchase an annuity. Astute Trustee Services Limited will pay any pension commencement lump sum and then forward the remaining fund monies to the annuity provider you have selected. If, however, you wish the annuity provider to pay the pension commencement lump sum this will be treated as a transfer of funds and you should, instead, complete the Transfer Out Request Form, available on request from Astute Trustee Services Limited. You need to complete a form for each plan that you wish to exercise the open market option.1 1 Personal Details Mr Mrs Ms Miss Permanent Residential Address Other If Other please state Forename(s) Surname Date of Birth D D M M Y Y Y Y SSAS Reference Telephone Fax Post Code National Insurance Number 2 Annuity Provider Details Please provide details of the Annuity Provide: Provider Name Address Annuity Reference Post Code PLEASE NOTE: The annuity provider must be an Insurance Company as defined in s275 of Finance Act
2 3 Uncrystallised Funds (i.e. benefits not in payment) Pension Commencement Lump Sum Please confirm the amount of pension commencement lump sum to be paid to you by Astute Trustee Services Limited before the annuity is purchased. The maximum pension commencement lump sum payable is the lower of 25% of the fund available and 25% of the remaining standard lifetime allowance. Amount of pension commencement lump sum payable: Maximum available Specified amount Please specify amount OR I wish to waive my right to receiving any pension commencement lump sum If you are receiving a pension commencement lump sum, please provide the bank account details you would like your lump sum payment paid to. You will need to check with your bank/building society that BACS and CHAPS payments can be accepted into this account and that these details are all they need for this. Account Name Bank Name and Address Sort Code Account Number Building Society reference number (if applicable) Post Code 4 Crystallised Funds (i.e. benefits in payment) If crystallised funds are being used, how much would you like to use? Tranche Number Value Full Please tick one box: Full crystallised fund (Go to section 5) *Specified amount Please specify the value in the following table or tick if the full value is to be used. Please continue on a separate sheet if you have more than seven tranches. * Upon receipt of this form, we will value your plan and calculate the fund to purchase the annuity. If the exact amount requested cannot be achieved, we will round up to the higher fund value. 2
3 5 Protection Please complete this section if you are under 75 and are: Using uncrystallised funds to purchase an annuity, and/or Using funds which were crystallised on, or after, 6 April 2006 If you have applied to HM Revenue & Customs for any of the following types of protection for your pension fund, please provide details: Enhanced Protection Pension Credit Rights Primary Protection International Fixed Protection PLEASE ENCLOSE A COPY OF THE RELEVANT HM REVENUE & CUSTOMS CERTIFICATE(S) WITH THIS FORM. 6 Lifetime Allowance Is this the first time you have elected to take benefits from any pension fund since 6 April 2006? If please go to 6a, if please go to 6b. 6a Pre 6 April 2006 Benefits At 5 April 2006 were you taking any pension income (for example income withdrawal/scheme pension/annuity)? If please provide details, if please go to Section 7 If you are receiving any pension income, please provide the total current maximum annual pension income you could receive from all your income withdrawal, scheme pension and annuity incomes: Total gross maximum annual income from all your pension funds p.a. Please go to Section 7. 6b Post 6 April 2006 benefits If you have elected to take benefits since 6 April 2006, please provide details: Please provide the total percentage of Lifetime Allowance used to date* * If you were taking income benefits prior to 6 April 2006, we will assume that the percentage of deemed Lifetime Allowance used in respect of these is included in this percentage. % If you have primary protection with lump sum rights over 375,000 on 5th April 2006, please provide the following details for each post 6th April 2006 benefit crystallisation event: Date of Benefit Crystallisation Event (BCE) Amount of pension commencement lump sum paid 3
4 7 Insufficient Lifetime Allowance If you have insufficient lifetime allowance available to cover your current benefit crystallisation event, please choose how you would like your benefits in excess of your lifetime allowance to be paid in respect of your uncrystallised fund. Please note that the tax charge will be deducted from the pension fund that you have in the scheme. If the purchase price is coming from uncrystallised funds, please answer the following: Do you want the purchase price that is in excess of the available lifetime allowance: (b) paid as an annuity after 25% tax is taken from that part of the purchase price (c) Combination of lump sum and annuity. Percentage of excess to be paid as a lump sum (55% tax deduction) Percentage of excess to buy an annuity (25% tax deduction) % % Total 100% (a) paid as a lump sum less 55% tax 8 Disinvestments for lump sum If you have requested a partial annuity, please confirm which SSAS funds should be used to pay your lump sum(s): Only monies in my SSAS bank account Specified amount of monies in my SSAS bank account Please specify amount Investments* Name of investment provider Fund name Policy / plan number Amount in sterling or % * As you are a co-trustee of your SSAS, you will need to sign other forms to instruct these disinvestments. WE WILL ONLY INSTRUCT THE SALE OF THE INVESTMENTS LISTED ONCE THE CALCULATIONS ARE COMPLETE. ANY IMMEDIATE SPECIFIC TRADING INSTRUCTIONS IN ADDITION TO THE ABOVE SHOULD BE PROVIDED IN WRITING USING THE APPROPRIATE TRADE INSTRUCTION FORM. 4
5 9 Member Declaration I request and consent to the payment of benefits set out in this application form. I understand and agree that: To the best of my knowledge and belief, the particulars given on this form are correct and complete. It is an offence to make false statements and that the penalties are severe and could lead to prosecution. The payment I have requested discharges Astute Trustee Services Limited s liability in respect of the pension monies applied in this Open Market Option Request. The payment will be made as an open market option and that once paid, it cannot be returned to Astute Trustee Services Limited. If in Section 3 I have chosen to take a specific amount of pension commencement lump sum, or chosen not to take any pension commencement lump sum, I am waiving my right to taking any further pension commencement lump sum payments from the funds being transferred to the annuity provider in the future. I fully understand the implications of this. Astute Trustee Services Limited cannot accept responsibility for any charge or penalty in respect of disinvestments from a third party for pension commencement lump sum or annuity payments. Astute Trustee Services Limited will not be held responsible for the loss of guaranteed annuity rates following third party delays, if the appropriate forms are not completed in full or if all the relevant information is not provided to Astute Trustee Services Limited in sufficient time to process the annuity. If appropriate Astute Trustee Services Limited has my authority to check with HM Revenue & Customs the details of any certificate which I supply. If I am taking a pension commencement lump sum as part of a recycling device, I agree to notify Astute Trustee Services Limited of this fact within 30 days of the deemed unauthorised payment arising. Signature Date D D M M Y Y Y Y 5
6 tes The maximum pension commencement lump sum (tax-free cash) available will normally be up to the lower of 25% of the SIPP fund being used, and 25% of the remaining standard lifetime allowance. The pension commencement lump sum has to be taken as a lump sum and cannot be taken monthly. 6
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