Sections

The Pensions Regulator

Online services

Online services

Forms available for download

Some documents available on this page are published in PDF format. To view our PDF documents you'll need the free Adobe Reader.

Some of the forms on this page are available to download as Microsoft Word and Excel documents. To save a document to your computer, right click on the link and select 'Save Target As'.

You may need Microsoft Word Viewer or Microsoft Excel Viewer if you don't have Microsoft Office installed on your computer.

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Cash equivalents

Cash equivalent payment extensions

PDF logoDownload the PDF (57kb)

 

Clearance applications

Clearance applications

PDF logoDownload the PDF version (119kb)


MS Word logoDownload the Word version of this form (171kb)

 

Cross-border schemes

Cross-border schemes

European regulators have agreed Service Level Agreements (SLAs) for the cross border application process. In order to ensure these can be met, we strongly advise the trustees, the employer or their advisers to contact us via customer support before completing any cross border application. This will ensure that all information and document requirements can be met. In the absence of such contact, the processing of any cross border application may be delayed.

PDF logoApplication for cross border authorisation (563kb)


MS Word logoApplication for cross border authorisation (288kb)

PDF logoApplication for cross border approval (442kb)


MS Word logoApplication for cross border approval (394kb)

 

Multi-employer

Multi-employer

Application for a direction to suspend the trustees power to enforce the withdrawal debt

PDF logoDownload the PDF (90kb)


MS Word logoDownload the Word version of this form (227kb)

Application for approval of a proposed withdrawal arrangement

PDF logoDownload the PDF (80kb)


MS Word logoDownload the Word version of this form (265kb)

 

Reporting forms

Reporting forms

Winding up

Please complete and submit your section 72A wind-up progess report using Exchange.

If you don't have access to your scheme's details, you can use the forms below.

Section 72A wind-up report

PDF logoDownload the PDF (67kb)


MS Word logoSection 72A wind-up report (66kb)

Notifiable event

You can now submit a notifiable event online using Exchange.

Please note that you don't need to be fully 'associated' to a pension scheme to report in this way.

If you have any questions, you can call our customer support team on 0870 6063636 - please select option 3.

Reporting breach

You can now submit a breach of the law report online using Exchange.

Please note that you don't need to be fully 'associated' to a pension scheme to report in this way.

If you have any questions, you can call our customer support team on 0870 6063636 - please select option 3.

 

Scheme registration forms

Find out about the new services available via Exchange.

 

Trustee appointment request forms

Trustee appointment request forms

PDF logoAppointing a trustee (72kb)

PDF logoApplication to be appointed as a trustee scheme member (101kb)

PDF logoApplication to be appointed as a third-party trustee (105kb)

Trustee register

Read about the current position with the trustee register, including our 12-week consultation.

 

Scheme funding

Valuation summary
a form to be completed when a recovery plan and schedule of contributions have been agreed by the trustees and the employer, following an actuarial valuation

Read more about the valuation summary.


Related links
Adobe Reader for PDFs