Useful forms

If you’re an existing IWeb SIPP customer our useful forms might make it easier to manage the day to day running of your account.

Completing and returning forms

Completing and returning forms

Send completed forms by post to the AJ Bell address provided. Alternatively you can scan original signed forms and email them. We will also accept a photograph of an original signed Additional Contribution Form. These need to be emailed to Please sign the form by hand as we can’t accept electronic signatures.

Pensions are a long-term investment. The retirement benefits you receive from your pension account will depend on a number of factors including the value of your account when you decide to take your benefits which isn't guaranteed, and can go down as well as up. The value of your account could fall below the amount paid in. Tax treatment depends on individual circumstances and may be subject to change in the future.

Select the relevant form

Select the relevant form


Additional Contribution Form

You will need to complete this form for all single contributions made to your SIPP. Single contributions can be made by electronic bank transfer or by cheque. The bank details to make an electronic payment are included on the confirmation page of the form.

Our SIPP offers the option to hold cash. This accrues interest over the time it is held and is paid once a year in March. You can also select investments to hold, which can increase in value and pay out in dividends.

If you are unsure about what to invest in to meet your retirement goals, you could consider our SIPP Start Up Fund .

The SIPP Start Up Fund is intended to meet a broad objective and is not a personal recommendation.

Complete an additional contribution form

If you want to start a regular monthly contribution, you will need to complete this form and a Direct Debit Instruction (PDF, 55KB).


Benefits Form and Benefits Guide

Once you reach the age of 55 you have a number of options available. You can leave your pension pot and continue to save or, if you need to take an income or need access to the money in your pension, you can choose any, or a combination, of the below options.

  • Income drawdown (also known as flexi-access drawdown) and/or;
  • A taxable lump sum (also known as uncrystallised pension lump sums), and/or;
  • Purchasing an annuity from an insurance company.

Benefits Forms

Our benefits process has been designed to give you the necessary information and time needed to make an informed choice when taking benefits from your SIPP. For more information please read the Benefits Guide (PDF, 236KB) and Information on Taking Benefits (PDF, 133KB).

Carry Forward Guide (PDF, 84KB)

Carry forward may allow you to contribute more than the annual allowance without incurring tax charges. Through carry forward, contributions that exceed the annual allowance in one tax year can use up any unused annual allowance from the previous three tax years, using the earliest tax year first.

Direct Debit Instruction (PDF, 76KB)

If you want to start a regular monthly contribution, you’ll need to complete a Direct Debit Instruction form. You will also need to complete an Additional Contribution Form stating the amount you want us to take on a monthly basis.

Expression of Wishes Form (PDF, 83KB)

One of the benefits offered by your pension is the ability for the funds held in your SIPP to be passed on to others after your death. Your expression of wishes helps us to decide who you would like to pass those funds on to after your death.

Dealing and stock broking administration services are provided by the IWeb Share Dealing Service which is operated by Halifax Share Dealing Limited. Registered in England and Wales No. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire HX1 2RG. Authorised and regulated by the Financial Conduct Authority under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.