Mutual societies: forms

Find the forms you need to apply to register as a mutual society and send us updates.

The Mutuals Society Portal is quickest and easiest way to access and send forms to us. You will need to register to use it.

You can also download paper version of our forms using the links below. They are organised by type of society. 

We accept electronic signatures on all applications – including on accounts.

Co-operative and Community Benefit Societies

These forms are for societies registered under the Co-operative and Community Benefit Societies Act 2014 and Co-operative and Community Benefit Societies Act (Northern Ireland) 1969.

We have provided guidance under the Co-operative and Community Benefit Societies Act 2014.

I want to:

Online forms (Great Britain only)

Paper forms

Set up a new community benefit society

New community benefit society online form

New community benefit society paper form

Set up a new co-operative society

New co-operative society online form

New co-operative society paper form

Submit annual return (AR30)

Annual return (AR30) online form

Annual return (AR30) paper form

Annual return (AR30) paper form (Welsh version)

Change registered office address

Change registered office address online form

Change registered office address paper form

Record a charge

Record a charge online form

Record a charge paper form

Release or satisfaction of a charge N/A Release or satisfaction of a charge paper form

Change of name

Change of name online form

Change of name paper form

Make a complete amendment to rules

Make a complete amendment to rules online form

Make a complete amendment to rules paper form

Make a partial amendment to rules

Make a partial amendment to rules online form

Make a partial amendment to rules

Change financial year end date

Change financial year end date online form

Change financial year end date paper form

Apply for a group accounts exemption Group accounts exemption online form Group accounts exemption paper form

Transfer engagements

N/A

Transfer engagements paper form

Convert to a company

N/A

Convert to a company paper form

Ending registration (we provide an information note on ending registration of a co-operative or a community benefit society) N/A N/A

Cancel registration

N/A

Cancel registration paper form

Dissolve society

N/A

Dissolve society paper form

Submit a certificate following dissolution, liquidation or transfer of engagements

s126 certificate online form - Great Britain

 

s126 certificate paper form - Great Britain

s68 certificate - Northern Ireland

For sponsoring bodies: submit new model rules or amend existing ones

N/A

Submit new or amend existing model rules paper form

Credit unions 

These forms are for credit unions registered under either the Co-operative and Community Benefit Societies Act 2014 (Credit Unions Act 1979) or The Credit Unions (Northern Ireland) Order 1985.

I want to:

Online forms (Great Britain only)

Paper forms

Submit accounts

Submit accounts online form

No paper form – submit accounts to [email protected]

Change registered office address

N/A

Change registered office address paper form

Record a charge

N/A

Record a charge paper form - Great Britain

Record a charge paper form - Northern Ireland

Release or satisfaction of a charge N/A Release or satisfaction of a charge paper form

Change of name

N/A

Change of name paper form

Make a complete amendment to rules (we provide specimen wording for common bonds and the optional object)

N/A

Make a complete amendment to rules paper form - Great Britain

Make a complete amendment to rules paper form - Northern Ireland

Make a partial amendment to rules (we provide specimen wording for common bonds and the optional object)

N/A

Make a partial amendment to rules paper form - Great Britain

Make a partial amendment to rules paper form - Northern Ireland

Transfer engagements

N/A

Transfer engagements paper form

Cancel registration for Part 4A permissions

N/A

Cancel Part 4A permissions paper form

Dissolve society

N/A

Dissolve society paper form

Submit a certificate following dissolution, liquidation or transfer of engagements

s126 certificate online form - Great Britain

 

s126 certificate paper form - Great Britain

s71 certificate - Northern Ireland

For sponsoring bodies: submit new model rules or amend existing ones

N/A

Submit new or amend existing model rules paper form

Change financial year end date N/A Change financial year end date paper form

Friendly Societies Act 1974

I want to: Online forms Paper forms Form number Form notes

Submitting annual returns

Working Men’s Club (AR41) online form

Working Men's Club (AR41) paper form

Working Men’s Club and supplementary return

Specially Authorised or Benevolent Society

Investment association registered as a specially-authorised society

AR41
 

AR42

 

AR5

 

AR5A

Notes and disclosure requirements

Converting to a new co-operative society New co-operative society online form New co-operative society paper form   Guidance
Converting to a new community benefit society New community benefit society online form New community benefit society paper form   Guidance

Change registered office address

Change registered office address online form

Change registered office address paper form

 

Notes

Notice of appointment of trustees

N/A

Notice of Appointment of Trustees

 

Notes

Make a complete amendment to rules N/A Make a complete amendment to rules paper form    

Make a partial amendment to rules

N/A

Make a partial amendment to rules

 

 

Amending rules for a branch

N/A

Amendment of Rules for a branch

 

Notes

Registering a new branch

N/A

Registering a new Branch

 

Notes

Transfer engagements

N/A

Transfer of engagements paper form

 

Notes

Dissolving the society

N/A

Instrument of Dissolution of a society or branch registered under the Friendly Societies Act 1974

 

Notes

Cancel registration N/A Request to cancel paper form   Notes

Friendly Societies Act 1992

I want to: Online forms Paper forms   Form notes

Notify of a change of chief exec etc.

N/A

Notice of Change of Chief Executive/Secretary, Director and/or Committee Member

 

 

Change registered office address

Change registered office address online form

Change registered office address paper form

 

Notes

Change name

N/A

Change of name

 

Notes

Alter rules

N/A

Alteration of Rules and/or Memorandum

Alteration of Rules - Appendix 2

 

Notes

Register an instrument of transfer

N/A

Application to register an Instrument of Transfer

 

Notes

Register an instrument of dissolution

N/A

Instrument of Dissolution of an Incorporated Friendly Society

 

Notes

Cancel registration N/A Request to cancel paper form   Notes

Building Societies Act 1986

I want to: Online forms Paper forms   Form notes

Notify a change of chief exec or director

N/A

Notice of Change of Chief Executive and/or Director

 

 

Change registered office address Change registered office address online form Change registered office address paper form    
Change financial year end date N/A Change financial year end date    

Change name

N/A

Change of name

 

Notes

Alteration of rules

N/A

Alteration of Rules and/or Memorandum

 

Alteration of Rules - Appendix 1

 

Notes

Applying to obtain access to the register of members

N/A

Applications to Obtain Access to the Register of Members of Building Societies

: Link added Optional object for Credit Unions information note
: Document added Paper form AR41 added
: Information added Ending registration added to Co-operative and Community Benefit Societies actions.
: Link added Link added to right hand navigation on annual returns and accounts.