All forms can be downloaded from our literature library.

Annuity purchase form
Required when your client wishes to purchase an annuity with any part of their fund. The same form is used whether uncrystallised funds or funds in unsecured income or alternatively secured pension, are being used to purchase an annuity.

Unsecured income form
Required if your client wants to start receiving unsecured income from an existing Suffolk Life SIPP or Suffolk Life MasterSIPP, (including if a pension commencement lump sum but no income is required), or if they wish to take benefits as soon as possible after a new SIPP has been established). If immediate benefits are required, please send this form at the same time as the application form. If your client holds both ordinary pension benefits and protected rights benefits within the Suffolk Life MasterSIPP and wishes to crystallise the two simultaneously, the same unsecured income form can be used to cover both.

Alternatively secured pension form
Required when your client is nearing age 75 and wishes to start or continue to receive an income without the purchase of an annuity.