If a member of the Hubwise SIPP or associated SIPPS wish to request a Transitional Tax-Free Cash Certificate we will require full evidence of the members benefit history and any supporting documentation in the form of Protection Certificates to be able to carry out the relevant calculations and production of the certificate.
Details of requirements and when a certificate may be required are shown on the following article; Transitional Tax Free Cash Certificates
We can accept the request and evidence via a Freshdesk ticket with attachments.
An application is available if required as part of the request, please see the PDF attached to this article.
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