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) or under regulation 3(1) by virtue of being in receipt of state pension credit within the meaning of regulation 3(5)(a) or (b), the Treasury must make the payment.

(2) A person who considers that he or she is entitled to a payment under regulation 2(1) may make an application for payment under this regulation if a payment is not received on or before 5th April 2014.

(3) A person who considers that he or she 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(5)(a) or (b) may make an application for payment under this regulation if a payment is not received on or before 5th April 2014.

(4) An application under this regulation must—

(a)be made in writing to the Treasury;

(b)be received by the Treasury on or before 5th July 2014;

(c)specify—

(i)the applicant’s name, address, date of birth and national insurance number (if the applicant has one);

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

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

(iv)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;

(v)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 in relation to a person who is described in regulation 2(4) must also—

(a)specify the name, former address, date of birth and national insurance number (if the person had one) of that person; and

(b)include evidence that—

(i)that person is dead; and

(ii)the applicant is the personal representative of that person.

(6) The Treasury must acknowledge receipt of an application under this regulation upon receipt.

(7) If the Treasury is satisfied that a person who has made an application under this regulation is entitled to a payment under regulation 2(1) or 3(1), the Treasury must make the payment.