Transitional Tax Free Amount Certificate Requirements and eligibility form
  • About you
  • Next steps

This form is to help you decide whether you need apply for a Transitional Tax-Free Amount Certificate. Once you’ve completed all of the questions we’ll explain what you need to do next, so please make sure you’re confident of your answers.

 

In most cases, you’ll only need to consider applying for a Transitional Tax-Free Amount Certificate a few months before you plan on taking a tax-free withdrawal from one of your pensions.

 

Please note: Your pension providers have up to three months to make a decision on your application.

 

We are collecting this information to help identify you and process your enquiry. Your contact details will be retained to support the on-going servicing of your policy. You can find out more about how we use personal information by viewing our full privacy notice.

Who are you?

Note: as you’re the LPR, where you see references to ‘you’, or ‘your’ this means the policyholder who has died.

Was the date of death before age 75?
Have you previously applied to HMRC for lifetime allowance protection?
Did you take any money from any pension before 06/04/2024 (not including the state pension)?
How much tax free cash did you take?
Have you taken any tax-free cash from any pension since 06/04/2024 (not including the state pension)?
Have you had a serious ill-health lump sum under age 75?
Was the full value of your LTA used taken as a serious ill-health lump sum(s)?
ReAssure