Employer pension account FBAR

Hi,

I will be filing FBAR for the first time this year and have a question around my DC workplace pension account. The account is with Legal & General, but all the info I have and the site I use to access it is an internal company site.

Do I use the address of my company's pensions department or look up the address of Legal and General?

I don't see an "account number" as you would with a normal bank account. I have a "membership number" that I use to log in to the site and is on my annual benefits statement. Can I use that on the FBAR form?

Thanks,
Max

Your pension account is with L&G so I would use its address, not that of your company's pension department.

The FBAR asks for an account number or other designation.  If all you have is a membership number, use that.

For the "Type of account", I select "Other" and write "Pension" in the box to the right of that.

Your pension account is with L&G so I would use its address, not that of your company's pension department.

The FBAR asks for an account number or other designation.  If all you have is a membership number, use that.

For the "Type of account", I select "Other" and write "Pension" in the box to the right of that.

+1

Since the membership number is on both the website and the annual statement then it sounds very much like that it is the "account number" needed on the FBAR form.