Mutual societies: forms

First published: Last updated: 30/04/2020

Here you can find all the forms you need to submit applications under the mutuals legislation.

Coronavirus (Covid-19) update

We are continuing to review our processes in light of the current coronavirus outbreak. For all of the mutual society forms below, this is our advice.

  • • Applications submitted via either the Mutuals Society Portal or by email to [email protected] (or to [email protected] for annual returns) will allow us to process your application significantly quicker than applications sent by post. We strongly advise against submitting by post at this time.
  • • We accept electronic signatures on all applications  – including on accounts.
  • • For the time being we no longer require statutory declaration forms (where requested) to be fully completed. We do not require the form to be signed by a solicitor/commissioner for oaths/notary public or justice of the peace but still ask that an officer/secretary of the society completes the first half of the form. We will accept an electronic signature.

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.

The quickest and easiest way to submit a form to us is through the Mutuals Society Portal. You will need to register to submit applications online.

Action

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

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.

Action

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)

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)

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
Action Online forms Paper forms Form number Form notes

Friendly Societies Act 1974

Submitting annual returns

 Working Men’s Club (AR41) online 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

Paying fees

 N/A

Direct debit form

 

 
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

Notifying 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

Altering rules

 N/A

Alteration of Rules and/or Memorandum

Alteration of Rules - Appendix 2

 

Notes

Registering an instrument of transfer

 N/A

Application to register an Instrument of Transfer

 

Notes

Registering 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

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