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Key Forms

Here you can download any key forms to manage your scheme

Transfer In Authorisation form

If you're considering transferring another pension pot into your Welplan pension, and you've considered your options, you'll need to complete, print off and return this form to us BY POST

Additional Voluntary Contributions form

Use this guide and form to let us know if you would like to make additional payments into your pension

Investment options form

Use our investment options form to let us know if you'd like to change the way your funds are invested

Employee membership application

If your employer has chosen Welplan Pensions, complete this form to become a member of the Scheme. Please note: you do not need to complete this form if you are being automatically enrolled by your employer.

Expression of wish form

Use this form to update or change the beneficiaries of your pension

 

 

To obtain an early leavers or opt-out form, please contact the team