The Age-Related Payments Regulations 2013

Procedure

4.—(1) Where the Treasury are satisfied that a person is entitled to a payment under regulation 2(1) (entitlement: payments to qualifying Equitable Life annuitants), or 3(1) (entitlement: payments to qualifying Equitable Life annuitants in receipt of pension credit or an equivalent benefit) by virtue of being in receipt of state pension credit within the meaning of regulation 3(2)(a), the Treasury must make the payment.

(2) A person who is entitled to a payment under regulation 2(1) need not make an application for payment, but may make an application for payment under this regulation if a payment is not received by 5th April 2014.

(3) A person who is entitled to a payment under regulation 3(1) by virtue of being in receipt of state pension credit within the meaning of regulation 3(2)(a) need not make an application for payment, but may make an application for payment under this regulation if a payment is not received by 5th April 2014.

(4) An application under this regulation must—

(a) be made in writing to the Treasury;

(b) be received by the Treasury no later than 31st December 2014;

(c) specify—

(i) the policy number of the relevant with-profits annuity policy and the date on which it was purchased from Equitable Life;

(ii) the policy number under which Prudential makes or is due to make an annuity payment to the qualifying Equitable Life annuitant (if available);

(iii) the name of the bank or similar financial institution, the account number and sort code of the account into which the applicant wishes the payment to be made; and

(iv) the reasons why the applicant considers that the applicant is entitled to a payment; and

(d) include a copy of any documentary evidence in the possession of the applicant that is relevant to the application.

(5) An application under this regulation made by a person who is entitled to a payment under regulation 2(2) or (3) must also—

(a) specify the name, former address, date of birth and national insurance number (if the person had one) of the person who had been a qualifying Equitable Life annuitant before death;

(b) include evidence supporting the fact that the applicant is the personal representative of the person who had been a qualifying Equitable Life annuitant before death; and

(c) include a copy of the death certificate of the person who had been a qualifying Equitable Life annuitant before death.

(6) An application under this regulation made by a person who is entitled to a payment under regulations 2(1) or 3(1) must also specify the qualifying Equitable Life annuitant’s name, address, date of birth and national insurance number (if the qualifying Equitable Life annuitant has one).