Here you can find all the forms you need to submit applications under the mutuals legislation.
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.
We previously offered forbearance on requirements to fully complete statutory declarations (where requested). From 13 December 2021 all requested statutory declarations must be fully completed on submission.
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.
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Action |
Online forms (Great Britain only) |
Paper forms |
|---|---|---|
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Set up a new community benefit society |
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Set up a new co-operative society |
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Submit annual return (AR30) |
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Change registered office address |
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Record a charge |
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| Release or satisfaction of a charge | N/A | Release or satisfaction of a charge paper form |
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Change of name |
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Make a complete amendment to rules |
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Make a partial amendment to rules |
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Change financial year end date |
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| Apply for a group accounts exemption | Group accounts exemption online form | Group accounts exemption paper form |
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Transfer engagements |
N/A |
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Convert to a company |
N/A |
|
| 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 |
|
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Dissolve society |
N/A |
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Submit a certificate following dissolution, liquidation or transfer of engagements |
s126 certificate online form - Great Britain
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For sponsoring bodies: submit new model rules or amend existing ones |
N/A |
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 |
No paper form – submit accounts to [email protected] |
|
|
Change registered office address |
N/A |
|
|
Record a charge |
N/A |
|
| Release or satisfaction of a charge | N/A | Release or satisfaction of a charge paper form |
|
Change of name |
N/A |
|
|
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 |
|
|
Cancel registration for Part 4A permissions |
N/A |
|
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Dissolve society |
N/A |
|
|
Submit a certificate following dissolution, liquidation or transfer of engagements |
s126 certificate online form - Great Britain
|
|
|
For sponsoring bodies: submit new model rules or amend existing ones |
N/A |
| 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
|
|
|
Paying fees |
N/A |
|
|
|
| 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 |
|
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|
Notice of appointment of trustees |
N/A |
|
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| Make a complete amendment to rules | N/A | Make a complete amendment to rules paper form | ||
|
Make a partial amendment to rules |
N/A |
|
|
|
|
Amending rules for a branch |
N/A |
|
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|
Registering a new branch |
N/A |
|
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Transfer engagements |
N/A |
|
Notes |
|
|
Dissolving the society |
N/A |
Instrument of Dissolution of a society or branch registered under the Friendly Societies Act 1974 |
|
|
| Cancel registration | N/A | Request to cancel paper form | Notes | |
Friendly Societies Act 1992 |
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Notifying of a change of chief exec etc. |
N/A |
Notice of Change of Chief Executive/Secretary, Director and/or Committee Member |
|
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|
Change registered office address |
Change registered office address online form |
|
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Change name |
N/A |
|
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Altering rules |
N/A |
|
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|
Registering an instrument of transfer |
N/A |
|
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|
Registering an instrument of dissolution |
N/A |
Instrument of Dissolution of an Incorporated Friendly Society |
|
|
| Cancel registration | N/A | Request to cancel paper form | Notes | |
Building Societies Act 1986 |
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Notify a change of chief exec or director |
N/A |
|
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| 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 |
|
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|
Alteration of rules |
N/A |
Alteration of Rules and/or Memorandum
|
|
|
|
Applying to obtain access to the register of members |
N/A |
Applications to Obtain Access to the Register of Members of Building Societies |
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