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TRANSFER IN FORM
PERSONAL DETAILS
SURNAME:
FIRST NAME:
OTHER NAME(S):
ID TYPE:DATE OF BIRTH D / M / Y Y Y PASSPORT / VOTERS / DRIVERS / NATIONAL ID No. .
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How to fill out transfer-in form - peoplespensiontrustcom
How to fill out transfer-in form - peoplespensiontrustcom
01
To fill out the transfer-in form for Peoples Pension Trust, follow these steps:
02
Start by downloading the transfer-in form from the official website of Peoples Pension Trust.
03
Provide your personal information such as your full name, date of birth, and contact details.
04
Fill in the details about the pension scheme you are transferring from, including the name of the scheme, scheme reference number, and provider name.
05
Specify the amount or percentage of the pension you want to transfer.
06
Indicate whether you want to transfer the pension into an existing policy or create a new policy with Peoples Pension Trust.
07
If you have any specific instructions or additional information, ensure to include them in the designated section.
08
Review the form to make sure all the information provided is accurate and complete.
09
Sign and date the transfer-in form.
10
Submit the form to Peoples Pension Trust through the preferred submission method mentioned on their website.
11
Keep a copy of the filled transfer-in form for your records.
Who needs transfer-in form - peoplespensiontrustcom?
01
The transfer-in form for Peoples Pension Trust is required by individuals who are looking to transfer their pension from another scheme to Peoples Pension Trust. This form is applicable to both new policyholders who wish to create a policy with Peoples Pension Trust and existing policyholders who want to transfer additional funds into their existing policy. It is essential for individuals to complete this form accurately and submit it to ensure a smooth transfer process.
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