Mutual societies: forms

Here you can find all the forms you need to comply with your regulatory obligations.

The quickest and easiest way to submit a form to us is through our new online mutual society portal, which provides online versions of our most popular forms. You will need to register to submit applications online.

On this page, you will find Word versions of all our forms as well as links to our available online forms.

Task Online form Paper form Form number Notes
Co-operative and Community Benefit Societies Act 2014

Submitting annual returns

Annual return form (AR30)

Annual return form

Cymraeg (Welsh version)

AR30

Notes

Pay fees

 

Direct debit form

 

 

Registering a new society

Registering a new co-operative society or community benefit society

Registering a new co-operative society or community benefit society

Appendix 1

 

Notes

Notes: Application fees payable to register a new society

List: Model Rules Sponsors List

Converting to a society

 

Converting from a company to a co-operative society or a community benefit society

 

Appendix 1

 

Appendix 3

 

Notes

Change registered office address

Change of address

Change of address

 

Notes

Record a charge

Notification of charges

Notification of charges

 

Notes

Change name

Change of name

Change of name

 

Notes

Amend rules

Amendment of rules (complete or partial)

Amendment of rules (complete or partial)

 

Amendment of rules - Appendix 1

 

Rule Amendment Notes

 

Audit Rule Amendment Notes

Change financial year end

Notice of change of accounting year end date

Notice of change of accounting year end date

 

Notes

Transfer engagements

 

Transfer of engagements

 

Notes

Converting to a company

 

Converting to become a company registered under the Companies Acts

 

Notes

 

Cancelling registration

 

Request to cancel

 

Notes

Dissolving the society

 

Instrument of dissolution

 

Notes

Submitting a s126 certificate

Certificate under s126 of the Co-operative and Community Benefit Societies Act 2014

Certificate under s126 of the Co-operative and Community Benefit Societies Act 2014

 

 

Model Rules

 

Mutuals Model Rules Application Form

 

Mutuals Model Rules Information Notes

Friendly Societies Act 1974

Submitting annual returns

Working Men’s Club (AR41)

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

 

Direct debit form

 

 

Converting to a co-operative society or community benefit society

 

Converting a friendly society

 

Appendix 1
Appendix 2

 

Notes

 

Change registered office address

Change of address

Change of address

 

Notes

Notice of appointment of trustees

 

Notice of Appointment of Trustees

 

Notes

Amending rules

 

Amendment of rules (complete or partial)

Amendment of rules (complete) - Appendix 3

 

Notes

Amending rules for a branch

 

Amendment of Rules for a branch

 

Notes

Registering a new branch

 

Registering a new Branch

 

Notes

Transfer engagement

 

Transfer of engagements

 

Notes

Dissolving the society

 

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

 

Notes

Cancelling registration   Request to cancel form   Notes
Friendly Societies Act 1992

Notifying of a change of chief exec etc.

 

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

 

Notes

Change registered office address

Change of address

Changes of address

 

Notes

Change name

Change of name

Change of name

 

Notes

Altering rules

 

Alteration of Rules and/or Memorandum

Alteration of Rules - Appendix 2

 

Notes

Registering an instrument of transfer

 

Application to register an Instrument of Transfer

 

Notes

Registering an instrument of dissolution

 

Instrument of Dissolution of an Incorporated Friendly Society

 

Notes

Cancelling registration   Request to cancel form   Notes
Credit Unions Act 1979

Authorisation

 

Authorising a credit union

 

 

Change name

Change of name

Change of name

 

Notes

Change registered office address

Change of address

Change of address

 

Notes

Notification of charges

 

Notification of charges

 

Notes

Amendment of rules

 

Amendment of rules (complete or partial)

 

Amendment of rules (complete) - Appendix 2

 

Notes

 

Common Bond Specimen Wording

Transfer engagements

 

Transfer of engagements

 

Notes

Request to cancel

 

Request to cancel

 

Notes

Dissolving the society

 

Instrument of dissolution

 

Notes

Submitting a s126 certificate

 

Certificate under s126 of the Co-operative and Community Benefit Societies Act 2014

 

 

Complaints Return Form

 

Complaints Return Form

 

 

Building Societies Act 1986

Notify a change of chief exec or director

 

Notice of Change of Chief Executive and/or Director

 

Notes

Change name

Change of name

Change of name

 

Notes

Alteration of rules

 

Alteration of Rules and/or Memorandum

 

Alteration of Rules - Appendix 1

 

Notes

Applying to obtain access to the register of members

 

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

 

 

Co-operative and Community Benefit Societies Act (Northern Ireland) 1969

Registering a new society

 

Registering a new co-operative society

Registering a new community benefit society

 

 

Change registered office address Change of address Change of address    
Change name Change of name Change of name    
Amend rules  

Partial amendment of rules

Complete amendment of rules

   
Change financial year end Notice of change of accounting year end date Notice of change of accounting year end date    
Cancellation following an amalgamation/transfer of engagements or conversion, or dissolution   Section 68 cancellation    
Submitting annual returns   Annual return form    
Group account exemptions Group account exemptions form Group account exemption form    
Record a charge   Notification of charges    
The Credit Unions (Northern Ireland) Order 1985

Change registered office address

Change of address

Change of address

 

 

Change name Change of name Change of name    
Cancellation following an amalgamation/transfer of engagements or dissolution   Section 71 cancellation    
Record a charge   Notification of charges