Information we need from you
Tell us
- whether you’d like to swap any pension for a lump sum
 - if you’ve an in-house AVC, whether you’ve agreed to go to a Pension Wise appointment
 - your bank details.
 
Send us
- a copy of your birth certificate or passport
 - your retirement application form – please make sure you’ve read the ‘How to fill in your retirement forms notes‘ first
 - any certificates that we’ve asked for.
 


