Useful forms

If you’re an existing IWeb SIPP customer here’s a list of forms you might find useful in the day to day running of your account.

You can send completed forms by post to the AJ Bell address provided. Alternatively you can scan original signed forms and send via email to Electronic signatures or photographed forms cannot be accepted.

Please remember that the value of an investment and the income from it can go down as well as up and you may get back less than you invested. We don't provide advice so if you are in any doubt about making your own investment decisions we recommend you seek advice from a suitably qualified financial adviser.

Additional Contribution Form (PDF)

For all single contributions made to your SIPP you need to complete this form. Single contributions can be made by electronic bank transfer or by cheque.

If you want to start a regular monthly contribution, you will also need to complete a Direct Debit Instruction (PDF, 54 KB).

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.

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) and Information on Taking Benefis (PDF).

Benefits Forms

Carry Forward Guide (PDF)

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)

You need to complete our Direct Debit Instruction form if you want to start a regular monthly contribution. You will also need to complete an Additional Contribution Form (PDF, 100 KB) stating the amount you want us to take on a monthly basis.

Expression of Wishes Form (PDF)

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.