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SIPP and Retirement Investment AccountBenefit form annuity purchase This form can be used to: take a tax-free lump sum (also known as a pension commencement lump sum or PCs) and purchase a guaranteed

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How to fill out pension commencement lump sum

01

Contact your pension provider to discuss your options for taking a pension commencement lump sum.

02

Fill out the necessary forms provided by your pension provider, which will include personal information and details of how much you want to withdraw.

03

Provide any supporting documentation required, such as proof of age or a recent bank statement.

04

Submit the completed forms and documentation to your pension provider for processing.

05

Await confirmation of your pension commencement lump sum payment, which will be paid into your nominated bank account.

Who needs pension commencement lump sum?

01

Individuals who have reached the eligible age for accessing their pension savings and wish to take a lump sum payment.

02

People who want to access a portion of their pension fund to cover specific financial needs or expenses.

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What is pension commencement lump sum?

Pension commencement lump sum is a tax-free lump sum payment made to individuals when they start drawing their pension.

Who is required to file pension commencement lump sum?

Individuals who are starting to draw their pension are required to file for pension commencement lump sum.

How to fill out pension commencement lump sum?

To fill out pension commencement lump sum, individuals must provide information about their pension plan and the amount they wish to withdraw as a lump sum.

What is the purpose of pension commencement lump sum?

The purpose of pension commencement lump sum is to provide individuals with a tax-free lump sum payment when they start drawing their pension.

What information must be reported on pension commencement lump sum?

The information that must be reported on pension commencement lump sum includes the individual's pension plan details and the amount requested as a lump sum.

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