New Auto Enrolment Pension Provider Setup
 
Auto Enrolment Details
  Auto Enrolment Pension Staging Date Date of Birth  
(DD/MM/YYYY)
  Deferral date / Re-enrolment Date (Optional) Date of Birth  
(DD/MM/YYYY)
  Employer's PAYE Ref. /  
  Employer's UTR Type
  Self Assessment Unique Taxpayer Reference
  Corporation Tax Unique Taxpayer Reference

AE Letter Signatory Details
  Authorised Signatory Surname
(Company Pension Manager)
  Authorised Signatory Forename  
  Authorised Signatory Job Title  

Pension Provider Details (*) = required fields.
  Pension Provider Name Name  
  NEST Employer Ref.Employer Pension Scheme Ref. (EPSR)  
  Pension Scheme Name  
  Pension Scheme Registry No. (PSR)  
 

Provider's Address

  
 

 

 
 

Town / City

  
 

County

  
  Post Code  
  Country  
  Pension Provider's Tel. No.  
  Pension Provider's Fax No.  
  Pension Provider's E-Mail  
  Pension Provider's Contact Person's Name  
  Pension Provider's Contact Person's Mobile  

Pension Scheme Details (*) = required fields.
  Scheme Name / Group Name  
  Pension Scheme Ref.  
  Other Ref.  
  Payment Submission Frequency
  Delay Opt Out Period
  Opt Out Period 1 Month above the delay opt out period  
  Use this as a default scheme?
  Occurrence

Employee Contribution  
  Earnings Basis
  Custom Lower  
  Custom Upper  
  Deduction Type  
  Tax Relief Arrangement  
  Deduction Value  
  Tax Relief Arrangement  

Employer Contribution  
  Deduction Type  
  Deduction Value