Forms

The following forms are provided below:

• 2024 Part VIB annual compliance statement form.
• Application form to be a registered trustee trainer.
• Application to appoint trustee(s) under section 64 of the Pensions Act.
• Application under article 3(1)(b) of the Preservation Regulations and related guidance.
• Notification form regarding investment in debt instruments.
• Pensions Insolvency Payment Scheme (PIPS) application form.
• Section 48(2) application form for Pensions Authority certification.
• Sovereign annuity application form.

The various funding certificates for funded defined benefit schemes and the application forms for funding proposals and ‘section 50 benefit reductions’ can be found here.