Transfer Out Form

Please note that on submission of this transfer form, your Services will come to an end following the notice period as per your Terms & Conditions. You will be responsible for all fees due up to that point.

Reason for leaving*

Please take a minute to let us know your reason for leaving. We value any input. Thank you very much.

Director's Details

Company Name*

Director’s Name*

Current Email Address*

Correspondence Email Address

If your address will change after your current contract end date.

Correspondence Phone Number

If your number will change after your current contract end date.

Transfer of Information and Accountant Change Details (if applicable)

Choose how you would like your information transferred:*

Forward information to director's email address as provided on this form
Forward information to new accountant's email address

Confirm your accountant's email address:*

Do you have a Workr Accounting FreeAgent account?*

Yes
No

Would you like to retain your FreeAgent account?*

Yes
No

If you retain access to your FreeAgent account Workr Accounting will not forward information to director's email or new accountant's email address as all transactional information resides within your FreeAgent account.

Please provide an address to update on Companies House and with HMRC

We need to stop receiving any correspondence which we previously processed on your behalf. Please provide a UK address that we can provide to Companies House and HMRC. This could be a work address, a home address or the address of a new service provider. This must be a UK address.

Street address*

City/town*

Post Code*

Country*

Stopping Services date

Stopping Services date:*

Please specify the date you wish to stop services. (This date should cover the last day of any transactions or service you wish Workr to process.)

*Please note that this date cannot be backdated. Please be aware that this will be the date of final salary run.

Confirm Information

Please ensure you understand the following and check the boxes to confirm:*

Your company information can only be released once all outstanding fees are settled.
You are responsible for ensuring your business bank account is reflected with your new registered office address.
All RTI submissions will terminate as of the Stopping Services date submitted above.
I understand that on submission of this transfer form, my Services will come to an end following the notice period as per my Terms & Conditions.

Name*

Please confirm your full name

*

I confirm my request to change accountants

Date*

Director's Details

Transfer of Information and Accountant Change Details (if applicable)

Please provide an address to update on Companies House and with HMRC

Stopping Services date

Confirm Information

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