SIPP Forms

This page holds forms which may be useful to you in managing your Barclays SIPP.

If you don’t have a SIPP, you can find out more about the Barclays SIPP here.

Important SIPP documents

Terms and Conditions [PDF, 662KB]

Key Features Document [PDF, 2.4MB]

Benefits Guide [PDF, 2.3MB]

Master Factsheet - Pay In, Withdraw, Transfer [PDF, 1.7MB]

Factsheet – Open a SIPP [PDF, 404KB]

Information on Taking Benefits Form [PDF, 594KB]

Expression of Wishes Guide [PDF, 152KB]

Expression of Wishes Form [PDF, 158KB]

Trust Deed [PDF, 1.2MB] – please note, the SIPP Scheme Rules are set out in full in Schedule 1.

Use the manage button in your SIPP account to pay in, withdraw or transfer existing pensions into your SIPP account.

Fund your account

Use this form to make regular contributions by Direct Debit:

Direct Debit Instruction Form (Payment to SIPP) [PDF, 249KB]

If you want to pay your fees from your bank account please set up a Barclays direct debit.

Use this form to contribute to a Child SIPP:

SIPP Additional Contribution Form [PDF, 690KB]

SIPP benefits forms

Transitional protection and insufficient lifetime allowance form [PDF, 763KB]

Transfer In Drawdown Benefits Form [PDF, 1.0MB]