Applying for a Transitional Tax Free Amount Certificate

You should use this form if you want to apply for a Transitional Tax-Free Amount Certificate. Before you apply, please consider the following:

• Are you eligible to apply for a TTFAC (if you haven’t done this already, you can check here)
• Is applying for a TTFAC in your best interests? Once you’ve applied you can’t undo this and some people may end up with less tax-free allowance
• Do you have evidence that you can share with us that shows us the following (usually payment confirmation letters are the simplest way):
  • the amount paid (including how much was tax-free)
  • the LTA percentage used
  • what kind of payment it was (e.g. annuity purchase, cash lump sum, transfer overseas etc.)
• Have you considered getting help with this? We recommend you get independent professional advice from a Financial Adviser if you’re unsure what to do. A Financial Adviser can make a personal recommendation based on your individual circumstances and the options available to you. If you don’t have an adviser MoneyHelper can provide you with impartial guidance, useful tools and calculators or help you find a financial adviser.

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.