Who is this for? This form is for pensioners of the Plan who wish to change their bank details. If the form is received after payroll cutoff (normally around 5th of the month) the change will be actioned on the following month’s payroll. If you are changing your bank details to an overseas account, you will need to upload a copy of a recent bank statement, that shows your name, address, and new account details. This is required for us to confirm your identity. Your details * Denotes required fields Your name Title*MrMrsMissMsDrProfTitle* - This is a required field Forename(s)* - This is a required field Surname* - This is a required field Address Select countryUnited KingdomAfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua & BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaÅland IslandsBhutanBolivia (Plurinational State of)Bonaire, Sint Eustatius & SabaBosnia & HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCongo (Democratic Republic of)CongoCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzechiaCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatiniEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island & McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea (Democratic People's Republic)Korea (Republic of)KuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth MacedoniaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestinePanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussian FederationRwandaRéunionSaint BarthélemySaint Helena, Ascension & Tristan da CunhaSaint Kitts & NevisSaint LuciaSaint Martin (French part)Saint Pierre & MiquelonSaint Vincent & the GrenadinesSamoaSan MarinoSao Tome & PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint Maarten (Dutch part)SlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia & South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard & Jan MayenSwedenSwitzerlandSyrian Arab RepublicTaiwan (Province of China)TajikistanTanzania, the United Republic ofThailandTimor-LesteTogoTokelauTongaTrinidad & TobagoTunisiaTurkeyTurkmenistanTurks & Caicos IslandsTuvaluUgandaUkraineUnited Arab EmiratesUnited States Minor Outlying IslandsUnited States of AmericaUruguayUzbekistanVanuatuVenezuela (Bolivarian Republic of)Viet NamVirgin Islands (British)Virgin Islands (U.S.)Wallis & FutunaWestern SaharaYemenZambiaZimbabweCountry* - This is a required field Start typing your address Look up address Address line 1* - This is a required field Address line 2 Town County/State/Province/Region Postcode/Zip code Date of birth* Day* of birth - This is a required fieldDD01020304050607080910111213141516171819202122232425262728293031 Month* of birth - This is a required fieldMM010203040506070809101112 Year* of birth - This is a required fieldYYYY202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920191919181917191619151914191319121911191019091908190719061905190419031902190119001899189818971896189518941893189218911890188918881887188618851884 Other information National Insurance number* - This is a required field For example QQ123456C Email address* - This is a required field Pensioner number* - This is a required field What would you like to do? * Denotes required fields Please complete only one of the tabs below. You must only complete fields in either "UK bank account" or "Overseas bank account". UK bank account Overseas bank account UK Bank Account Name of Bank or Building Society Name of Account Holder(this must include your name) Account Number(should be eight digits only) Roll Number(usually required if payment is made to a building society account) Sort Code Overseas Bank Account Name of Account Holder - Overseas bank account(this must include your name) Swift number(compulsory requirement) IBAN/BIC number(This is also a compulsory requirement to go with the SWIFT code) Bank ID code Routing number † FEDWIRE number † † applicable to US accounts only Please note: We require as much information as possible so that your pension payment can be paid on time. Pearson Pension Plan pays their pensions in sterling, you may incur a charge by your bank to convert this into the currency your account is held in. Please attach supporting documents In order for us to update your details, please can you attach a copy of your recent bank statement, that shows your name, address, and new account details. Note that there is a 5MB file size limit per file and only JPG, Word and PDF files can be attached. Please select the file number 1 Choose file number 1 | Delete file number 1 Please select the file number 2 Choose file number 2 | Delete file number 2 Please select the file number 3 Choose file number 3 | Delete file number 3 Please select the file number 4 Choose file number 4 | Delete file number 4 You must only complete fields in either "UK bank account" or "Overseas bank account". Your declaration Please tick the boxes below to confirm that you understand and acknowledge the statements. I request that my Pearson pension is paid to the new bank details provided. I understand that this request will be processed on the next available payroll and that I should not close my old bank account until the first payment has been made to the new bank account. We run electronic verification checks using our specialist provider, currently Lexis Nexis, to confirm your identity and protect against fraud. These checks leave a soft footprin on your credit record and usually involve checking your name, date of birth, bank account details (if relevant) and/or address against external databases including credit bureau databases. If the verification checks do not pass, we will contact you again to request further evidence of your identity. If you are changing your bank details to an overseas account, we will use the document that you uploaded in step 3 to confirm your identity. We may need to contact you again if we require any additional evidence of your identity. We run electronic verification checks using our specialist provider, currently Lexis Nexis, to confirm your identity and protect against fraud. These checks leave a soft footprint on your credit record and usually involve checking your name, date of birth, bank account details (if relevant) and/or address against external databases including credit bureau databases. If the verification checks do not pass, we will contact you again to request further evidence of your identity.If you are changing your bank details to an overseas account, we will use the document that you uploaded in step 3 to confirm your identity. We may need to contact you again if we require any additional evidence of your identity. Data protection The Trustee, as the controller under the applicable data protection legislation in the UK, uses certain personal information about you to (amongst other reasons) communicate with you and administer your benefits in the Plan. Your information is shared with the Plan’s administrators, other providers of services to us, and public bodies such as HM Revenue & Customs. For more detailed information on how we use and disclose your information, the protections we apply, the legal bases we rely on and your data protection rights, please see our privacy notice at www.pearson-pensions.com/privacy-notice/ - This link opens in a new browser window. If you would like a copy of our privacy notice to be sent to you, please contact the pensions helpline. I confirm I understand that the data I provide will be used as outlined in the data protection statement. Today's Date: Date: 27-07-2024 Thank you You will receive a confirmation email shortly. Your form will be processed by the pensions team. Please contact them directly if you have any queries. Back to Home
