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IPM SIPP Downloads

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SIPP Application Pack The documents below make up our SIPP application pack. Please see ‘How to Apply’ for further information on how to establish a SIPP with IPM.
	Confirmation of Identification Form (Individual)
	Fee Menu
	Investment Adviser Agreement
	Investment Administrator Agreement
	Key Features
	SIPP Application
	Terms of Business
	Trust Deed and Rules for the IPM Personal Pension Scheme
Additional Documentation In addition to our standard application pack there are further documents that IPM will require to be completed in order to assist with the smooth running of the SIPP. Should you be unsure of what documentation you require please give us a call.
	Additional Contribution Form
	Additional Transfer Form
	Benefit Crystallisation Event Form
	Complaints Procedure
	Confirmation of Identification Form (Corporate)
	Expression of Wish for Ordinary Pension Benefits
	Expression of Wish for Protected Rights Benefits
	Protected Rights Transfer Pack (for existing IPM SIPPs only)
	Transfer of Crystallised Benefits Form
	Transfer In Questionnaire *
	Transfer In Specie Questionnaire
* to be completed by the administrators of the ceding scheme in respect of a transfer into IPM.

I.P.M. SIPP Administration Limited, Cintel House, Watton Road, Ware, Hertfordshire SG12 0AD Tel 0845 130 3443 Fax 0845 230 3443
email info@ipm-pensions.co.uk I.P.M. SIPP Administration Limited is authorised and regulated by the Financial Services Authority.

© Copyright 2007 IPM SIPP Administration Limited. All Rights Reserved.