Forms
Updated on 8 August 2025
Updating your personal details
You can make some changes online by logging into your online Pension Account, which you may find quicker and easier than completing a form. Through your online Pension Account, you can:
- Change your target retirement age, contact preferences and complete a nomination form in the Personal Details section;
- Choose where you invest your savings in the Investments section; and
- Make your retirement income choices in the Income Request section.
| Name of document | Upload Date | Download |
|---|---|---|
| Transfer into the Trust | 29 Jul 2025 | (PDF, 582 Kb) |
| Join the Trust | 29 Jul 2025 | (PDF, 376 Kb) |
| Change your personal details | 29 Jul 2025 | (PDF, 406 Kb) |
| Change your savings rate | 29 Jul 2025 | (PDF, 271 Kb) |
| Opt out of the trust | 29 Jul 2025 | (PDF, 375 Kb) |
| Leave the Trust | 29 Jul 2025 | (PDF, 428 Kb) |
| Nominate beneficiaries form | 29 Jul 2025 | (PDF, 226 Kb) |
| Ad Hoc Income Request (Flexi Access Drawdown) | 12 Nov 2025 | (PDF, 65 Kb) |
| Lump Sum Allowances Declaration | 12 Nov 2025 | (PDF, 313 Kb) |
| Lump Sum Top Up Form | 19 Feb 2026 | (PDF, 752 Kb) |