Get the free Tell us who matters – dependant’s pension

This form is used to nominate a dependant for a pension in the event of the applicant's death. It requires personal details, relationship to the nominated person, and consent for data processing.

How to fill out tell us who matters

How to fill out Tell us who matters – dependant’s pension

1. Obtain the 'Tell us who matters – dependant’s pension' form from the relevant pension authority.
2. Fill in the personal details of the dependant, including their full name, date of birth, and relationship to the pension holder.
3. Provide the dependant's contact information, ensuring it is up-to-date.
4. Include any required documentation that supports the relationship, such as birth certificates or marriage certificates.
5. Review the completed form for accuracy and completeness.
6. Submit the form as instructed, either online or through the postal service.

Who needs Tell us who matters – dependant’s pension?

1. Individuals who are applying for a dependant's pension on behalf of their beneficiaries.
2. Family members of deceased pension holders who may be eligible for financial support.
3. Those who are responsible for managing the pension benefits of a dependant.

People Also Ask about

Can a pension be passed on to a child in the UK?

When you take out a pension, you can choose anyone to be your pension beneficiary; it does not need to be a relative. You can change your mind about who you would like to be your pension beneficiary or beneficiaries at any time.

What is the main purpose of a pension fund?

The main aim of a pension or provident fund is to provide benefits for its members when they retire from employment. The fund also usually pays benefits when a member dies while still working, or is unable to work because of illness, or is retrenched.

Who inherits a pension in the UK?

A pension from a defined benefit pot can usually only be paid to a dependant of the person who died, for example a husband, wife, civil partner or child under 23. It can sometimes be paid to someone else if the pension scheme's rules allow it - but it will be taxed at up to 55% as an unauthorised payment.

Do pensions get inherited in the UK?

The maximum you can inherit depends on when your spouse or civil partner died. If they died before 6 October 2002, you can inherit up to 100% of their SERPS pension. If they died on or after 6 October 2002, the maximum SERPS pension and State Pension top up you can inherit depends on their date of birth.

Do I get my husband's pension when he dies in the UK?

You may inherit part of or all of your partner's extra State Pension or lump sum if: they died while they were deferring their State Pension (before claiming) or they had started claiming it after deferring. they reached State Pension age before 6 April 2016. you were married or in the civil partnership when they died.

Does private pension go to Next of Kin UK?

A pension from a defined benefit pot can usually only be paid to a dependant of the person who died, for example a husband, wife, civil partner or child under 23. It can sometimes be paid to someone else if the pension scheme's rules allow it - but it will be taxed at up to 55% as an unauthorised payment.

Who can claim a British pension?

Unlike the Australian Age Pension, the UK State Pension is a credit-based system and is not means-tested. Therefore, if you have ever worked in the UK and paid National Insurance contributions, you will have an entitlement to the UK State Pension, even if you are not a UK national.

For pdfFiller’s FAQs

What is Tell us who matters – dependant’s pension?

Tell us who matters – dependant’s pension is a form used to provide information about individuals who are entitled to receive a pension based on their relationship to a deceased pension scheme member. It helps to identify and approve beneficiaries.

Who is required to file Tell us who matters – dependant’s pension?

Typically, the person responsible for managing the deceased’s estate or the survivor who is applying for the dependant's pension is required to file Tell us who matters – dependant’s pension.

How to fill out Tell us who matters – dependant’s pension?

To fill out the form, provide accurate information about the deceased pension scheme member, the dependant’s relationship to the member, and any necessary identification details required by the pension provider.

What is the purpose of Tell us who matters – dependant’s pension?

The purpose of the form is to ensure that the pension benefits are correctly allocated to the rightful dependants of the deceased, thereby facilitating the distribution of pension funds.

What information must be reported on Tell us who matters – dependant’s pension?

The information that must be reported includes the names and contact details of the dependants, their relationship to the deceased, the deceased’s details, and any relevant dates pertaining to the pension scheme.