Arranging to take benefits
Benefit and Income Withdrawal forms
The following forms can be completed to arrange benefits, make changes to existing benefits or to apply for an annuity. The forms apply to all SIPP & SSAS products offered by the James Hay Partnership.
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For SIPP:
For SSAS:
Payroll Cut Off Dates 2013/2014
*For the Partnership SIPP, iSIPP, Private Client SIPP, eSIPP, Select SIPP, Ex-Protected Rights SIPP.
We need to be in receipt of your written instruction to change or set up an income payment for existing benefits by 5pm on the cut off date to allow us to change the income payment for the first of the following month. All income is paid to reach the underlying client on the 1st of every month.
Please note, we will only be able to meet the cut-off if all our requirements are in place. If you require clarification on those requirements, please contact your Account Executive prior to the relevant cut off date.
| Month | Cut Off Date |
|---|
|
January 2013
|
14th December |
|
February 2013
|
18th January |
|
March 2013
|
15th February |
|
April 2013
|
15th March |
|
May 2013
|
17th April |
|
June 2013
|
17th May |
|
July 2013
|
17th June |
|
August 2013
|
18th July |
|
September 2013
|
16th August |
|
October 2013
|
17th September |
|
November 2013
|
18th October |
|
December 2013
|
18th November |
|
January 2014
|
16th December |