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Get the free LGPS Transfer Quote Request Pack - buckscc.gov.uk

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The Local Government Pension Scheme Transfer Quote Request Pack Before considering making a request to transfer your previous pension benefits, you will need to get the relevant information from your
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How to fill out lgps transfer quote request

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How to fill out LGPS Transfer Quote Request:

01
Start by gathering all the necessary information such as your personal details, current LGPS membership details, and any other relevant documentation.
02
Visit the official website of your LGPS pension scheme and look for the Transfer Quote Request form. Download or request a physical copy of the form.
03
Read the instructions and guidelines provided along with the form carefully. Make sure you understand the requirements and the information needed to complete the form accurately.
04
Begin by providing your personal details, including your full name, contact information, and address.
05
Fill in the sections related to your current LGPS membership. This may include your membership and pension reference numbers, your current employer, and the date of joining the scheme.
06
Provide details about the LGPS funds you wish to transfer, such as the name of the pension fund or funds, the transfer amount, and any additional contributions you have made.
07
Complete any sections related to your nominated receiving scheme. This may include the name of the scheme, the receiving scheme's contact information, and the transfer date you prefer.
08
Attach any necessary supporting documentation, such as copies of your ID, proof of address, or evidence of your LGPS membership and contributions.
09
Review the completed form and ensure all the information provided is accurate and up-to-date.
10
Send the completed form and any supporting documents to the designated address provided on the form or as instructed by the pension scheme.

Who needs LGPS Transfer Quote Request?

01
Active members of the LGPS who wish to transfer their pension funds to another scheme.
02
Individuals who want to consolidate their pension funds or take advantage of better benefits offered by another pension scheme.
03
LGPS members who are considering retirement or leaving their current employment and want to explore their options for transferring their pension benefits.
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The LGPS transfer quote request is a document used to request a quote for transferring pension benefits from one Local Government Pension Scheme (LGPS) fund to another.
Any member of the LGPS who is considering transferring their pension benefits from one fund to another is required to file an LGPS transfer quote request.
To fill out an LGPS transfer quote request, the member needs to provide personal details, current fund information, details of the receiving fund, and any additional relevant information for the transfer.
The purpose of the LGPS transfer quote request is to obtain an estimate of the value of the pension benefits that will be transferred from one fund to another, helping members make informed decisions about their pension transfers.
The LGPS transfer quote request must include personal details of the member, details of the current fund, details of the receiving fund, and any additional information relevant to the transfer.
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