Mutual societies: forms

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

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

Submitting annual returns

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

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

Change of registered office

 

Notes

Record a charge

Notification of charges

 

Notes

Change name

Change of name

 

Notes

Amend rules

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 to 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

 

 

Model Rules

Mutuals Model Rules Application Form

 

Mutuals Model Rules Information Notes

Friendly Societies Act 1974

Submitting annual returns

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

 

Changing your address

Change of registered office 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 of address

Changes of registered office address

 

Notes

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 of name

Change of name

 

Notes

Change of address

Change of registered office

 

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 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