Data Collection Form

Type of scheme*
For final salary or defined benefit schemes that are not public sector schemes then choose Private Sector Scheme. For any type of personal pension, Group Personal Pension, SIPP, money purchase scheme, personal pension in income drawdown or annuity in payment then choose Defined Contribution.
Public sector employer*
If your public sector employer is not listed then choose Private Scheme as your Type of scheme.
Scheme reference number*
Is your pension in payment?*
If you a unsure, please read the following: Is my Pension in Payment?
- Yes
- No
Are you still in active service?*
If you a unsure, please read the following: Am I an Active or Deferred Member?
- Yes
- No - I am a Deferred Member
Type of Defined Contribution pension*
If your policy is in some form of income drawdown, but is not an annuity, then choose Personal Pension or Self Invested Personal Pension (SIPP).
Pension scheme name*
Scheme reference number*
Pension provider*
Policy number(s)*
Pension scheme name*
Scheme reference number*
Your scheme status?*
Choose Private Sector Scheme unless your scheme is in the Pension Protection Fund (PPF), in the Financial Assistance Scheme (FAS) or is a Small Self-Administered Scheme (SSAS).
Is your pension in payment?*
If you a unsure, please read the following: Is my Pension in Payment?
- Yes
- No
Are you still in active service?*
If you a unsure, please read the following: Am I an Active or Deferred Member?
- Yes
- No - I am a Deferred Member

Hidden
Pension scheme company (Hidden)*
First
Pension scheme address
You do not need to enter your scheme's name or provider's name here again since it will be automatically included in the Data Collection Letter from the entry you made on the previous page. The address fields on this page are not required in order to move to the next page of this form so please ensure you enter the complete address for your pension scheme before clicking the Next Button.

Address line 1 Address line 2 Town / City County Postcode

Your full name*
Please provide your full name so that your pension scheme can identify you. If you have changed your name then include all former names eg Jane Smith (formerly Brown).
First
Your contact address*
Address line 1 Address line 2 Town / City County Postcode
Hidden
Your telephone number (Hidden)*

If you want to include an electronic signature upload it here (Optional)
Accepted file types: jpg, gif, png, Max. file size: 2 MB.
The signature will appear at the bottom of your Data Collection Letter.
How would you like to receive your Data Collection Letter?*
- Download it
- Email it to me only
- Email it to me and include others (Max. 3)
Your email address*
We only use your email address to send you the completed Data Collection Letter.
Enter Email Confirm Email
Send to Party A (Note - This means your personal details will be sent to Party A):*
Send to Party B (Note - This means your personal details will be sent to Party B):
Send to Party C (Note - This means your personal details will be sent to Party C):