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:

• Benefit Payment Form
  
  
• Revised SIPP Income Instruction Form
  
  
• Annuity Open Market Option Request
  
  
• Flexible Drawdown Factsheet and Member Declaration

For SSAS:

• SSAS Benefit Payment Form
  
  
• Annuity Open Market Option Request SSAS