FORMS TO ESTABLISH AN IPS SIPP

Establishment of an IPS SIPP is very simple. All you need is the following:

• Print the Application Form and, if necessary a standing order mandate
• Complete and sign these (the Deed section merely requires the applicant's name and home address on the first page, and their signature with that of a witness on the final page), and return them to IPS at our office closest to you.

If contributions are to be made by cheque, a cheque for the initial contribution is required, made payable to "The IPS Partnership Plc - Designated Client Account".

In cases where the SIPP is to receive a transfer(s) from an existing pension arrangement, you will need to contact the existing provider(s) to obtain the transfer. The transfer instruction within the application form is usually sufficient for this purpose. It is also possible that we will need to complete a document as the Trustee of the receiving scheme. This can be produced at your/the transferring scheme's request.

For existing or new cases where immediate benefits are required we will require completion of the Benefit Request Form below.

The operation of The IPS SIPP is Authorised and Regulated by the Financial Services Authority (FSA), there is a statutory 30 day cancellation period. This can be waived by ticking the relevant section in the application form, so that the SIPP can proceed immediately.