Processing Forms
Application form lifecycle
Every application follows a clear path from creation to approval. Some forms require client approval before submission; others go directly to @sipp for review.
Forms requiring client approval
At any point before Approved, the case can be returned — by the client, the admin, or the IFA themselves.
Skip-signing forms (no client approval needed)
Form types
SIPP Application
New SIPP account opening
Client approvalTransfer In
Transfer pension from another provider
Client approvalAdditional Contribution
Extra contributions to an existing SIPP
Client approvalBenefit Payment
Drawdown or lump sum payment request
Client approvalInvestment
Buy or switch investments
Skip-signingDisinvestment
Sell or liquidate investments
Skip-signingUpdate Client Details
Change address, contact, or bank details
Skip-signingReal-time email updates
The platform automatically emails everyone involved as a form moves through each stage — so nobody needs to keep checking the portal.
Your client is notified when they need to act, you're notified when they approve or decline, and @sipp is notified when a form is ready for review.
Form sent to client
Client receives approval request
Client approves
Adviser + @sipp Admin notified
Admin approves
Adviser notified of approval
Admin returns form
Adviser notified with reason
Client declines
Adviser notified immediately
Creating and submitting a form
Navigate to Applications
From the sidebar, click Applications to see your current cases. Organisation Admins will find this under Central Servicing → Firm Applications.
Applications
Manage your SIPP applications
| Client | Type | Status | Date |
|---|---|---|---|
| Robert Campbell | SIPP Application | Approved | 12/08/2026 |
| Susan Fraser | Transfer In | Awaiting Client | 25/08/2026 |
| James Murray | Investment | Draft | 29/08/2026 |
The Applications page shows all your cases with their current status
Click “New Application”
Click the New Applicationbutton in the top right. You'll be taken to the form selection screen where you choose the form type on the left and the client on the right.
New Application
Select a form type and choose the client
Choose the form type on the left and select the client on the right, then click “Create Application”
Complete the form
The form wizard guides you through each section. Your progress is saved automatically as you work — you can leave and come back at any time.
Transfer In
Margaret Thompson
Contribution Details
Auto-saved a few seconds ago
Review and choose a signing channel
When all sections are complete, you see the Review & Send page. For forms requiring client approval, choose how the client should authorise — via the Portal or via PandaDoc.
What is PandaDoc?
PandaDoc is a secure electronic signature service — similar to DocuSign or Adobe Sign. When you choose this option, your client receives an email with a link to review and sign the document electronically. They don't need a PandaDoc account or to install anything — they simply verify their identity with a one-time passcode and sign in their browser.
Review & Send
Transfer In — Margaret Thompson
Form Summary
Personal details, transfer details, contribution information, declarations — all sections shown here for review before sending.
How should the client authorise this form?
Both options send the form to the client for authorisation. You cannot change after sending.
Portal requires an account
If the client doesn't have a portal account, the “Send via Portal” option is disabled. You can request portal access for them or use PandaDoc instead.
Client reviews and approves
The client receives an email notification and either reviews in their portal (ticking declarations before approving) or signs electronically via PandaDoc.
Email the client receives
Action required: please review your Transfer In
Dear Margaret,
Your adviser John Anderson has submitted a Transfer In form for your review. Please log in to your @sipp portal to review the details and approve.
If you did not expect this, please contact your adviser.
Review & Approve
Transfer In — submitted by John Anderson
Form Summary
Personal details, transfer details, contribution information — all form sections displayed for review.
Declarations
The client ticks all declarations, then clicks “Authorise & Submit” to approve, or “Return to adviser” to send it back
Portal vs PandaDoc
Two ways for your client to approve a form.
| Send via Portal | Send via PandaDoc | |
|---|---|---|
| Requires | Client portal account | Client email address only |
| How client approves | Tick declarations + "Authorise & Submit" | Electronic signature in PandaDoc |
| Client can return? | Yes — "Return to adviser" with reason | Yes — decline in PandaDoc |
| Status after approval | Submitted (immediate) | Submitted (via webhook) |
| Email to client | Action required: please review your form | Your signature is needed (direct signing link) |
Admin review
Once the client has approved (or for skip-signing forms, once you've submitted), the case moves to @sipp for admin review.
Admin reviews the submitted case
The admin opens the case and sees the form data plus the Admin Review panel with three actions.
Transfer In
Margaret Thompson — John Anderson (Anderson Financial Planning)
Form Data
Personal details, transfer details, contribution information, declarations — all completed form sections shown for admin review.
Admin Review
SubmittedReview the form data above and choose an action.
Returned forms
If a form is returned, you receive an email with the admin's message. The case goes back to Draft and you can edit and resubmit.
Transfer In
Margaret Thompson
Returned by @sipp admin
The ceding scheme reference does not match our records. Please verify with the previous provider and re-submit.
Skip-signing forms
Investment, Disinvestment, and Update Client Details forms do not require client approval. The flow is simpler — you submit directly to @sipp.
Review & Send
Investment — Margaret Thompson
Form Summary
Investment details, fund selection — all sections shown for review.
No channel selection — a single “Send to @sipp” button submits the form directly
No “Awaiting Client” stage
The form goes from Draft straight to Submitted when you click “Send to @sipp”.
No client emails sent
No notification is sent to the client. The @sipp admin is notified immediately when you submit.
Same admin review process
The admin review (approve, return, manually sync) works exactly the same as for client-approval forms.
Organisation Adminscan create skip-signing forms for any client in the firm via Central Servicing — not just their own clients. The form is attributed to the Org Admin who created it, not the client's assigned IFA.