The Pensions Regulator

Clearance

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Multiple applicants

132. If there is more than one applicant, it is preferable to have all applicants included on one application form. Each applicant must be clearly identified, for example by registered company name and number. Each applicant should identify clearly whether they are seeking a clearance statement in relation to a contribution notice or a financial support direction or both, or complete separate forms for the different types of clearance statements. If there are numerous applicants, they should be listed in a separate annex to the application. The application form must be signed by, or on behalf of, each applicant.
133. Applicants should be named individually, not described only by reference to their connection or association with an employer.
134. Where one applicant wishes to apply in relation to different or separate circumstances, a separate application form may be appropriate. This may be the case, for example, where a seller and purchaser both wish to apply for a clearance statement. Whenever possible, copies of any related application forms should be attached and referred to.
135. If there are related applications, the application process is likely to proceed more efficiently if the applicants liaise with each other as appropriate. Separate applications regarding the same circumstances should refer to each other.

 

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