There is no charge to you for us to do this research. The information is confidential. Should we find money in your pensions, we will recommend the best approach for your investments. Please give as much information as you can to allow us to thoroughly research your application. On completion, please print and sign the form at the bottom and fax to: (813) 258-5902.

Full Name 
Maiden/married name at time of employment in UK:
E-mail Address
How did you hear about us? 











Please give your current address
Address 
City  State/Province  ZIP/PC  Country 

Please give your last address in the United Kingdom 
UK Address  City/Town  PC 
When did you cease to be a UK tax resident? National Insurance Number
Daytime Phone 
Your date of birth 
Home Phone 
Home Fax 
Best time to contact you 
Work Fax 

Did you belong to a UK Occupational Scheme? If yes, please provide details below
1. EMPLOYER'S NAME
Address
City/Town Postal Code Country
No of years with employer What years were you employed
Was the scheme contributory or non contributory?
Do you know the value of your pension fund?
(If YES, state the valuation and date of valuation)

2. EMPLOYER'S NAME
Address
City/Town Postal Code Country
No of years with employer What years were you employed
Was the scheme contributory or non contributory?
Do you know the value of your pension fund?
(If YES, state the valuation and date of valuation)

3. EMPLOYER'S NAME
Address
City/Town Postal Code Country
No of years with employer What years were you employed
Was the scheme contributory or non contributory?
Do you know the value of your pension fund?
(If YES, state the valuation and date of valuation)
Did you have a personal pension arrangement or make voluntary contributions (AVC or FSAVC)
Were you contracted out of SERPS
Are you interested in applying for your 25% tax free lump sum (if you are 50 years of age or older)
Authorisation
To: Name of Company
Address
(If you have a personal pension from a life insurance company please provide the policy number).
To: Additional Company
Address
To: Additional Company
Address
This is to authorise you to provide Kestrel Pensions Administration Ltd/Kestrel International USA Inc., with all information they require in respect of my UK preserved pension benefits. I confirm I am not a UK resident.
Signature _____________________________________
Type your full name Date
At this time we are only able to process this form with an original signature
PLEASE REVIEW CAREFULLY
PRINT AND SIGN THIS FORM AND FAX TO (813) 258-5902.



Copyright 2006-2008 Kestrel International USA Inc. All Rights Reserved