Edit Auto Enrolment Pension Scheme
   

A. Employee Current Pension Status (*) = required fields.
 
  Already had an approved qualifying AE pension scheme?  
  Qualifying Pension Scheme Start Date Date of Birth
(DD/MM/YYYY)		  
  Pension Scheme Ref.  
  Subject to Auto Enrolment Pension  


B. Employee AE Pension Details
 
Scheme Name / Group Name
Employee Pension Ref.
Other Ref.
Payment Source / Account
I wish to adopt Salary Sacrifice for this employee's AE pension
Earnings Basis
Employee Contribution  
Employer Contribution  
AE Salary Sacrifice agreement letter
 

C. Auto Enrolment (AE) START Date
 
  As per the AE Staging Date 01/05/2023
  As per the Company Deferment Policy
  As per the Individual Employee Deferment Policy
    Scheme Joined Date
(DD/MM/YYYY)		  
 

D. AE Refund Opt-out Request
 
  Refund Opt Out Start Date 28/09/2023
  Refund Opt Out End Date 27/10/2023
  Pension Provider's Opt Out Reference
  Other Reference  
  Do you want to extend the Refund Opt Out End Date to 08/11/2023?
  Refund Opt-out Accepted Date Date of Birth
(DD/MM/YYYY)
 

E. AE Opt-In Request
 
  Opt-In Request Date Date of Birth
(DD/MM/YYYY)
  Effective Opt-In Date Date of Birth
(DD/MM/YYYY)
 

F. AE Cease Membership Request
 
  Cease Membership Request Date Date of Birth
(DD/MM/YYYY)
  Effective Cease Membership Date Date of Birth
(DD/MM/YYYY)