3. You provide the forms and documents requested and see a financial adviser
Before the guarantee date shown in the pack.
The transfer pack includes your transfer value, which is guaranteed for three months from the date it’s calculated, and the forms you need to complete. It will also explain what you need to do about taking financial advice.
If you choose to go ahead with the transfer, you will need to return:
- The Member Discharge Form (you need to complete this)
- The Receiving Scheme Form (the scheme you are transferring to needs to complete this)
- Advice documentation (if you’re required to take financial advice, your adviser will be able to provide the documentation you need)