SIPP. Application guide

Transcription

1 SIPP Cotributio Amedmet Form For Modular isipp, isipp, esipp, Private Cliet SIPP, Select SIPP, Partership SIPP, IPS SIPP, IPS (2008) SIPP, IPS Family SIPP ad IPS Pesio Builder SIPP JHAY1028A Applicatio guide Please use this form if you have a regular cotributio istructio i place ad wish to: icrease decrease susped reistate cacel your regular cotributios. If you would like to set up a regular cotributio or pay i a sigle cotributio, please complete a SIPP Supplemetary Cotributio Applicatio Form which is available o our website at Please ote: If you are reistatig cotributios, the reistatemet date must be withi 12 moths of the date you suspeded cotributios. If you wish to reistate a cotributio after 12 moths has elapsed, please complete a ew SIPP Supplemetary Cotributio Applicatio Form. If you require assistace, please call your Service Executive Team or our geeral equiry umber Please ote: You must cease makig cotributios to our SIPPs by age Persoal details Applicat to complete Title Foreame(s) Surame Member umber of birth Address Telephoe Mobile Natioal Isurace umber OR I have ever had a Natioal Isurace umber JHAY 1028A MAR18 (07/18) LD 1

2 2 Etitlemet to tax relief Applicat to complete Please oly complete the followig sectio if you are reistatig cotributios ad your tax etitlemet has chaged sice you last completed a tax etitlemet declaratio. (i) I have relevat UK earigs chargeable to icome tax, or geeral earigs from overseas Crow employmet subject to UK tax, i this tax year. Yes No (ii) I have, or shall have, bee residet i the UK at some time durig this tax year. Yes No (iii) My spouse or civil parter has geeral earigs from overseas Crow employmet subject to UK tax, for this tax year. Yes No (iv) I or my spouse or civil parter is i overseas Crow employmet, but for this tax year do ot have geeral earigs from overseas Crow employmet subject to UK tax. Yes No If you have ticked Yes to (i) or (ii) we will reclaim basic rate tax o your persoal cotributios. If you are liable to icome tax at a rate above basic rate, you will be able to claim ay additioal relief from HM Reveue ad Customs (HMRC) either through your self assessmet retur or, if you do ot complete oe, by cotactig HMRC. If you have ticked Yes to (iii) or (iv) we will reclaim basic rate tax o your persoal cotributios up to 3,600 gross. If you have ticked No to all of the above or have ot completed this sectio at all, we will ot reclaim ay basic rate tax relief o your persoal cotributios. Scottish residets If you are a Scottish residet (as determied by HMRC) your tax rate may differ. For example, you may be liable to icome tax at o more tha the Scottish starter rate of 19%. For the 2018/19 tax year we will still claim tax relief of 20% where applicable. HMRC has stated that it will ot recover the differece betwee the Scottish starter rate ad the Scottish basic rate for the 2018/19 tax year. If you are liable to icome tax at a rate above the Scottish basic rate of 20%, you will be able to claim the additioal relief from HMRC either through your self assessmet retur or, if you do ot complete oe, by cotactig HMRC. 2a Persoal cotributios Applicat to complete Please complete this sectio if you wish to make amedmets to your regular persoal cotributios. (i) Amed cotributio amout The above amout(s) are the gross amout(s) you wish to cotribute. If we are able to reclaim basic rate tax o your persoal cotributios, the amout you actually pay ito your SIPP should be the et amout i.e. the gross amout less basic rate tax. (ii) Amed cotributio frequecy (iii) Amed paymet collectio date Curret collectio date New collectio date (iv) Susped/reistate/cacel regular cotributios 1 1 JHAY 1028A MAR18 (07/18) LD 2

3 2b Employer cotributios Applicat to complete Please complete this sectio if you wish to make amedmets to regular employer cotributios. Cotact ame Registered address Telephoe (i) Amed cotributio amout from your employer s fuds (ii) Amed cotributio amout from your taxed icome, sourced from your employer If we are able to reclaim basic rate tax o your cotributios, the amout you actually pay ito your SIPP should be the et amout i.e. the gross amout less basic rate tax. (iii) Amed cotributio frequecy (iv) Amed paymet collectio date Curret paymet date New paymet date (v) Susped/reistate/cacel regular cotributios 2 2 Siged Name (if differet from details already give) Please ote - Additioal iformatio o cotributios is available i the otes sectio at the back of this documet. Please ote - For paymets deducted from a employee s earigs, the due date these paymets must be received by James Hay Partership is the 19th of the moth after the ed of the caledar moth i which the cotributios were deducted from the employee s pay. For example if the deductio from the employee s salary is 29 April the due date is 19 May. JHAY 1028A MAR18 (07/18) LD 3

4 2c Third party cotributios Applicat to complete Please complete this sectio if you wish to make amedmets to regular third party cotributios. Third party ame Address of birth (i) Amed cotributio amout The above amout(s) are the gross amout(s) you wish to cotribute. If we are able to reclaim basic rate tax o your third party cotributios, the amout you actually pay ito your SIPP should be the et amout i.e. the gross amout less basic rate tax. (ii) Amed cotributio frequecy (iii) Amed paymet collectio date Curret paymet date New paymet date (iv) Susped/reistate/cacel regular cotributios 3 3 Siged Name (if differet from details already give) JHAY 1028A MAR18 (07/18) LD 4

5 3 Declaratio Applicat to complete a) I cofirm that to the best of my kowledge ad belief, the particulars give o this Form are correct ad complete. b) I udertake to tell James Hay Partership i writig withi 30 days if: There is ay chage i my residecy status There is ay chage i my ame or permaet residetial address. c) I accept that if I have completed Sectio 2 Etitlemet to tax relief the this form will be used by James Hay Partership to assess my etitlemet (if ay) to tax relief. d) I agree that the total cotributios to ay registered pesio schemes i respect of which I am etitled to tax relief will ot exceed the higher of: 3,600, or My relevat UK earigs for that tax year. e) If I am o loger etitled to tax relief o my cotributios I udertake to tell James Hay Partership i writig o later tha: 5 April i the year of assessmet i which this occurs, or Withi 30 days of this chage. f) I accept it is a offece to make false statemets ad that the pealties are severe ad could lead to prosecutio. Member s ame Member s sigature Notes Cotributios Legislatio requires James Hay Partership to moitor paymets ito a persoal pesio scheme by employers from their ow bak accout i respect of the employee, or o behalf of the employee out of deductios from the employee s earigs. The legislatio also states that the employer must specify the Due for such paymets. The employer must make sure that the paymets are correct ad paid o time. By law, James Hay Partership must moitor the paymets to esure they are made o time usig the Employer s Paymet Record iformatio provided. We must tell The Pesios Regulator if paymets are missed or received late. The employer may be fied by The Pesios Regulator if late or icorrect paymets are made. We are able to provide literature i alterative formats. For a Braille, large prit or audio versio of this documet call us o (or via the Typetalk service o ). James Hay Partership is the tradig ame of James Hay Isurace Compay Limited (JHIC) (registered i Jersey umber 77318); IPS Pesios Limited (IPS) (registered i Eglad umber ); James Hay Admiistratio Compay Limited (JHAC) (registered i Eglad umber ); James Hay Pesio Trustees Limited (JHPT) (registered i Eglad umber ); James Hay Wrap Maagers Limited (JHWM) (registered i Eglad umber ); James Hay Wrap Nomiee Compay Limited (JHWNC) (registered i Eglad umber ); PAL Trustees Limited (PAL) (registered i Eglad umber ); Sathouse Pesioeer Trustee Compay Limited (SPTCL) (registered i Eglad umber ); Sarum Trustees Limited (SarumTL) (registered i Eglad umber ); Sealgrove Trustees Limited (STL) (registered i Eglad umber ); The IPS Partership Plc (IPS Plc) (registered i Eglad umber ); Uio Pesio Trustees Limited (UPT) (registered i Eglad umber ) ad Uio Pesios Trustees (Lodo) Limited (UPTL) (registered i Eglad umber ). JHIC has its registered office at 2d Floor, Gaspé House, Esplaade, St Helier, Jersey, JE1 1GH. IPS, JHAC, JHPT, JHWM, JHWNC, SPTCL, SarumTL, IPS Plc, PAL, STL, UPT ad UPTL have their registered office at Du s House, St Paul s Road, Salisbury, SP2 7BF. JHIC is regulated by the Jersey Fiacial Services Commissio ad JHAC, JHWM, IPS ad IPS Plc are authorised ad regulated by the Fiacial Coduct Authority. The provisio of Small Self Admiistered Schemes (SSAS) ad trustee ad/or admiistratio services for SSAS are ot regulated by the FCA. Therefore, IPS ad IPS Plc are ot regulated by the FCA i relatio to these schemes or services.(07/18) JHAY 1028A MAR18 (07/18) LD 5