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 societyNew community benefit society online formNew community benefit society paper form
Set up a new co-operative societyNew co-operative society online formNew 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 addressChange registered office address online formChange registered office address paper form
Record a chargeRecord a charge online formRecord a charge paper form
Release or satisfaction of a chargeN/ARelease or satisfaction of a charge paper form
Change of nameChange of name online formChange of name paper form
Make a complete amendment to rulesMake a complete amendment to rules online formMake a complete amendment to rules paper form
Make a partial amendment to rulesMake a partial amendment to rules online formMake a partial amendment to rules
Change financial year end dateChange financial year end date online formChange financial year end date paper form
Apply for a group accounts exemptionGroup accounts exemption online formGroup accounts exemption paper form
Transfer engagementsN/ATransfer engagements paper form
Convert to a companyN/AConvert 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/AN/A
Cancel registrationN/ACancel registration paper form
Dissolve societyN/ADissolve 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 onesN/ASubmit 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 accountsSubmit accounts online formNo paper form – submit accounts to [email protected]
Change registered office addressN/AChange registered office address paper form
Record a chargeN/A

Record a charge paper form - Great Britain

Record a charge paper form - Northern Ireland

Release or satisfaction of a chargeN/ARelease or satisfaction of a charge paper form
Change of nameN/AChange 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 engagementsN/ATransfer engagements paper form
Cancel registration for Part 4A permissionsN/ACancel Part 4A permissions paper form
Dissolve societyN/ADissolve 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 onesN/ASubmit new or amend existing model rules paper form
Change financial year end dateN/AChange financial year end date paper form

Friendly Societies Act 1992

I want to:Online formsPaper forms Form notes
Notify of a change of chief exec etc.N/ANotice of Change of Chief Executive/Secretary, Director and/or Committee Member  
Change registered office addressChange registered office address online formChange registered office address paper form Notes
Change nameN/AChange of name Notes
Alter rulesN/A

Alteration of Rules and/or Memorandum


Alteration of Rules - Appendix 2

 Notes
Register an instrument of transferN/AApplication to register an Instrument of Transfer Notes
Register an instrument of dissolutionN/AInstrument of Dissolution of an Incorporated Friendly Society Notes
Cancel registrationN/ARequest to cancel paper form Notes

Building Societies Act 1986

I want to:Online formsPaper forms Form notes
Notify a change of chief exec or directorN/ANotice of Change of Chief Executive and/or Director  
Change registered office addressChange registered office address online formChange registered office address paper form  
Change financial year end dateN/AChange financial year end date  
Change nameN/AChange of name Notes
Alteration of rulesN/A

Alteration of Rules and/or Memorandum

 

Alteration of Rules - Appendix 1

 Notes
Applying to obtain access to the register of membersN/AApplications to Obtain Access to the Register of Members of Building Societies  
: Technical update - no changes to content
: 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.