PART B: PLEASE READ THIS CERTIFICATE CAREFULLY AND COMPLETE IT FULLY. THE XXXX PENSION FUND WILL NOT ACCEPT INCOMPLETE OR UNSATISFACTORY FORMS. I certify that: 'The Scheme' is a registered pension scheme with HM Revenue and Customs (HMRC), Pension Scheme Tax Reference (PSTR): . I enclose a copy of 'the Scheme's' registration certificate [not required if is a Statutory ‘the Scheme’ Scheme]. I authorise HMRC to provide the XXXX Pension Fund with independent confirmation or otherwise that 'the Scheme' is registered with them. 'The Scheme' is an occupational pension scheme that is: - or * a self-administered scheme, - * an insured scheme i.e. a pension scheme where all of the income and other assets are invested in policies of insurance 'The Scheme' meets the requirements of regulation 6 of the Occupational Pension Schemes (Early Leavers: Cash Transfer Sums and Contribution Refunds) Regulations 2006 [SI 2006/33] 'The Scheme' is both able and willing to accept the transfer value offered. The member has been given a statement showing details of the benefits the transfer value will buy in 'the Scheme'. The member's transfer value accepted by 'the Scheme' will be used to provide transfer credits for the member - * Delete as appropriate. Signature of Pension Scheme Stamp: authorised person Full name and position Date PART C: Payment Details please complete the section that applies to – your scheme you must complete one of the two sections. –
PART B: PLEASE READ THIS CERTIFICATE CAREFULLY AND COMPLETE IT FULLY. THE XXXX PENSION FUND WILL NOT ACCEPT INCOMPLETE OR UNSATISFACTORY FORMS. I certify that: 'The Scheme' is a registered pension scheme with HM Revenue and Customs (HMRC), Pension Scheme Tax Reference (PSTR): . I enclose a copy of 'the Scheme's' registration certificate [not required if ‘the Scheme’ is a Statutory Scheme]. I authorise HMRC to provide the XXXX Pension Fund with independent confirmation or otherwise that 'the Scheme' is registered with them. 'The Scheme' is an occupational pension scheme that is: - * a self-administered scheme, or - * an insured scheme i.e. a pension scheme where all of the income and other assets are invested in policies of insurance 'The Scheme' meets the requirements of regulation 6 of the Occupational Pension Schemes (Early Leavers: Cash Transfer Sums and Contribution Refunds) Regulations 2006 [SI 2006/33] 'The Scheme' is both able and willing to accept the transfer value offered. The member has been given a statement showing details of the benefits the transfer value will buy in 'the Scheme'. The member's transfer value accepted by 'the Scheme' will be used to provide transfer credits for the member - * Delete as appropriate. Signature of authorised person Pension Scheme Stamp: Full name and position Date PART C: Payment Details – please complete the section that applies to your scheme – you must complete one of the two sections.
FCTDv5.0t.docx