Authorisation Form

Steps to unlock your pension:

1 Fill out authorisation form
2 Print & Sign
3 Scan & Upload

Upload a scanned copy of your completed & signed authorisation form here.

If you would prefer to fill out a form by hand, download one here.

Online Authorisation Form

Before Kestrel can undertake any investigation into your existing UK pension plan(s), we must receive your permission via a completed and signed authorisation form. This authorises Kestrel to investigate your existing UK pension savings. There is absolutely no charge associated with this research. Should we find assets in your existing UK pension plan(s), we will recommend what we feel is the best approach to managing these assets.

Please complete all the required fields in bold and as many of the other fields as you have information to do so. This will help us to make the best recommendation for any pension assets we find.

All information will be kept confidential.

About You

First name:

Middle name(s):

Surname:

Married or maiden name(s) at time of employment in the UK (tick box if not applicable):

N/A

Date of birth:

UK National Insurance number:

When did you cease to be a UK tax resident?:

How did you find out about Kestrel?:

If 'Other' please specify:

Your current contact details

House name or number:

Road:

City or Town:

State:

Country:

Zip code:

Main telephone number:

Best time to contact main number?:

Alternative tel. number:

Best time to contact alternative number?:

Your UK pension plan(s)

1. Occupational pension(s)

Do you belong to a UK occupational pension plan?

How many occupational pension plans do you belong to?

Employer #1

Employer's name:

Employer's address:

Date employed from:

Date employed to:

Did your employer contract you out of SERPS or the State Second Pension?

Employer #2

Employer's name :

Employer's address:

Date employed from:

Date employed to:

Did your employer contract you out of SERPS or the State Second Pension?

Employer #3

Employer's name :

Employer's address:

Date employed from:

Date employed to:

Did your employer contract you out of SERPS or the State Second Pension?

Employer #4

Employer's name :

Employer's address:

Date employed from:

Date employed to:

Did your employer contract you out of SERPS or the State Second Pension?

2. Personal pension(s)

Do you belong to a UK personal pension plan?

How many personal pension plans do you belong to?

Personal Pension Provider #1

Personal Pension Provider:

Address:

Policy/Plan Number:

Were you contracted out of SERPS or the State Second Pension?

Personal Pension Provider #2

Personal Pension Provider:

Address:

Policy/Plan Number:

Were you contracted out of SERPS or the State Second Pension?

Personal Pension Provider #3

Personal Pension Provider:

Address:

Policy/Plan Number:

Were you contracted out of SERPS or the State Second Pension?

Personal Pension Provider #4

Personal Pension Provider:

Address:

Policy/Plan Number:

Were you contracted out of SERPS or the State Second Pension?

Additional Information

Please include any additional information in the box provided opposite:

What to do next

1. Print out the completed form by clicking the Print form button below:

* Form errors found, please correct and try again.

2. Sign and date the form.

3. Send the document to us one of the three ways:

Web Upload:
Scan the signed and dated form and upload it to our systems by clicking here.

Fax:
Fax the signed and dated form to: +1 (813) 258 5902.

Mail:
Post the signed and dated form to: Kestrel International USA Inc., P.O. Box 1212, Tampa, FL 33601.