Upload Change of Scheme Administrator / Practitioner Details CSV File

Upload Change of Scheme Administrator / Practitioner Details CSV File


Step 1 - Ensure that you have prepared your Change of Scheme Administrator / Practitioner Details spreadsheet document and have saved it in a CSV file format ready to be uploaded. If you have not done this please go back to download the Pension Scheme spreadsheet document from "Download Spreadsheet" in the Tasking Zone.


Click Browse to Select Associate Scheme Adminstrator CSV file.


(optional)


Please note - it will take about 3 minutes, depending on the quantity of data, to complete the uploading and validating process. Please do not click on any Tasking Zone button during this time. If you do the file upload will be aborted.

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