Forms

On this page you'll find application forms relating to Lifetime Allowance (LTA) and decisions about PPF entitlement and overpayments. Each application form is downloadable straight to your computer.

With the exception of the LTA form, all forms can be filled in online although you'll need to print and sign the forms manually before returning them to us either online or by post. If you'd like to send the form to us online, please register and log in to this site. Once logged in, you can find our 'Send us a document' facility under the 'Communications' tab in the main menu.

If you can't find what you're looking for here, please take a look at our FAQ, Video Zone or Booklets pages for help. If you're unsure which form you need to complete, please contact us.

Letter of Authority form

If you wish for someone to act on your behalf on an information-only basis, please complete and return our Letter of Authority form.

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Statement of Income and Expenditure form

If we've asked you for some information regarding an overpayment, you can download the Statement of Income and Expenditure form.

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Change of Position questionnaire

If we’ve written to you about an overpayment, you can download the Change of Position form here.

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Lump Sum Allowance Form

If we’ve asked you to provide details regarding other pension income, you can download the Lifetime Allowance Supplementary form.

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Overseas Life Certificate

If we’ve asked you to return an Overseas Life Certificate form, you can download it here.

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