7. Pension documents
Form E
2.13
5.1
Upload a recent cash equivalent statement for every pension or PPF entitlement, or the letter requesting the valuation if not yet available.
1 Rejected
2 Not uploaded
1 Complete
1/4 required
0% Complete
7.1 Cash equivalent transfer value for each pension
AcceptedA CETV statement dated within the last 12 months for each pension arrangement.
Upload document
Drag and drop or choose a file (PDF, PNG, JPG.)
7.2 Pension valuation request letter
If the CETV has not arrived, upload the letter or email requesting it.
Upload document
Drag and drop or choose a file (PDF, PNG, JPG.)
7.3 Defined benefit scheme booklet or benefit statement
IncompleteLatest annual benefit statement or scheme summary for final salary pensions.
Upload document
Drag and drop or choose a file (PDF, PNG, JPG.)
Documents rejected. Please delete and upload new document
Benefit statement is from 2023; a recent statement is needed.
7.4 Pension drawdown or annuity income evidence
Statements showing pension withdrawals, annuity payments, or pension income.
Upload document
Drag and drop or choose a file (PDF, PNG, JPG.)