Useful SIPP forms.

Additional Contribution Form

You will need to complete this form to contribute either a lump sum or start a regular contribution. If this is your first contribution then you will also need to complete a Direct Debit Instruction.


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 following 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.

For more information about your options, read the Benefits Guide.

Benefits Forms


Carry Forward Guide

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

If you want to contribute a lump sum or start a regular contribution, you’ll need to complete a Direct Debit Instruction form.


Expression of Wishes form

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.


Transferring your existing pension

Already got a pension elsewhere? Transfer your account and benefit from online commission rates of £12.50 and a quarterly administration charge from £22.50.


Understand the risks

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.

SIPPs are a pension product and you will not be able to withdraw your funds until you reach the age of 55.


AJ Bell Management Limited is the Scheme Administrator of the Halifax Share Dealing SIPP. AJ Bell Management Limited is registered in England No. 3948391. Registered Office: AJ Bell Management Limited, Building 4, Exchange Quay, Salford Quays, Manchester, M5 3EE. Authorised and regulated by the Financial Conduct Authority and on the FCA register under FCA registration number 211468. Sippdeal Trustees Limited is a wholly owned subsidiary of AJ Bell Management Limited, registered in England No. 4050222. Registered Office: AJ Bell Management Limited, Building 4, Exchange Quay, Salford Quays, Manchester, M5 3EE. Sippdeal Trustees Limited does not conduct any regulated activities, and is, therefore, not regulated.

Dealing and stock broking administration services are provided 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, 25 The North Colonnade, Canary Wharf, London, E14 5HS under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.