SIPP forms

Manage your SIPP

It is quick and easy to manage most of your ii SIPP account features online. Learn more about each feature below.

Important information – SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial adviser before making any decisions. Pension and tax rules depend on your circumstances and may change in future.

Manage your SIPP account online and download useful forms

Action	Online	PDF or paper form
Instant bank payment	Add money	Not available
Debit card	Add money	Not available
Monthly Direct Debit	Add money	Contribution form
Transfer cash from your Trading Account	Add money	Not available
Bank transfer	Not available	Contribution form
Arrange for someone else to contribute to your SIPP	Not available	Contribution form

Action	Online	PDF or paper form
Single contribution – bank transfer	Not available	Contribution form
Monthly contribution – Direct Debit	Not available	Contribution form

Please use the online option instead of pdf or paper forms where possible. PDF or paper forms can take considerably longer to process.

Action	Online	PDF or paper form
Update your nominated bank account details	Update details	Not available
Take a tax-free lump sum	Withdraw money	Taking pension benefits form
Take an UFPLS lump sum	Withdraw money	Taking pension benefits form
Move all or part of your SIPP into a drawdown pot and take income	Withdraw money	Taking pension benefits form
Take / amend regular income from an existing drawdown pot	Withdraw money	Start / amend income drawdown form
Take a one-off payment from an existing drawdown pot	Withdraw money	Start / amend income drawdown form
Buy an annuity	Not available	SIPP Transfer out form
Choose an investment strategy when going into drawdown	Not available	Drawdown Investment Strategy Form
Request Transitional Tax-Free Amount Certificate(TTFAC)	Not available	TTFAC Application Form

Action	Online	PDF or paper form
Update your nominated bank account details	Update details	Not available
Move further funds into capped drawdown	Not available	Taking pension benefits (capped) form
Start taking / amend your existing capped drawdown income	Not available	Start / amend capped income drawdown
Convert your capped drawdown pot into flexi-access drawdown	Not available	Taking pension benefits (capped) form
Buy an annuity	Not available	SIPP Transfer out form
Choose an investment strategy when going into drawdown	Not available	Drawdown investment strategy form
Request Transitional Tax-Free Amount Certificate (TTFAC)	Not available	TTFAC Application Form

Action	Online	PDF or paper form
Transfer pensions to your SIPP	Transfer online	Transfer in form
Declare financial advice about your transfer	Not available	Financial advice declaration form
Choose an investment strategy for a pension when you transfer in drawdown	Not available	Drawdown investment strategy form

For transfers of pensions with defined or safeguarded benefits of more than £30,000 (such as a 'final salary' pension), you will also need to take independent advice that confirms the transfer is in your best interests. You and your adviser will need to complete a Financial Advice Declaration Form. Where the transferring value is £30,000 or less, we will normally accept it without advice where the value represents no more than 10% of the value of your SIPP. If in doubt, please contact us before starting your transfer.

Action	Online	PDF or paper form
Transfer to a SIPP, Personal Pension, Stakeholder Pension, Public Service Pension Scheme, Master Trust Scheme, Collective Money Purchase Scheme, Annuity provider	Not available*	Transfer out form
Transfer to a Small Self-Administered Scheme (SSAS) or an Occupational Pension Scheme	Not available	Transfer out form - SSAS or occupational
Transfer to a Qualified Registered Overseas Pension Schem (QROPS)	Not available	Transfer out form - QROPS

* You may be able to complete a transfer to these types of pension scheme online depending on your transfer method and new provider. Click here for more information.

Action	Online	PDF or paper form
Pay for financial advice	Not available	Advice payment form

Complete this form to pay for financial advice using money from your SIPP.

Action	Online	PDF or paper form
Nominate beneficiaries for your SIPP	Expression of wishes	Not available

An expression of wishes tells us about your preferred beneficiaries. It let's us know who you would like to inherit any unused funds from your pension when you die.