Completion of forms

If you’re currently working from home, we wanted to let you know we’re doing all we can to make our processes as simple as possible for both our members and employers.

Where possible please continue to ask members to complete online forms using My Pension Online.

For those forms that currently aren’t used in an online process but are normally printed out and sent onto us via post or to deal with any other paper forms sent to you by members, please be aware we are currently accepting those forms with digital signatures. Once your employee has provided you with a completed part A (they are also able to complete this digitally) please complete Part B of the form and upload both parts to the Employer Portal. We will then be able to process this.

We’ve also added PDF versions to our ‘online only’ forms in case members need access to these during this time.

To be able to complete the PDF forms digitally, please follow the instructions below:

  1. Download and save the PDF you need to complete.
  2. Open PDF in Adobe Acrobat Reader DC. This is a free programme that can be downloaded here (This link opens in a new window)
  3. If possible you can click into the individual boxes to complete the form. If this isn’t an option you can, choose the option ‘fill and sign’ from the right-hand panel (please note we’re working to make all forms interactive – we ask for your patience while we do this).
  4. Save file.

 

Please ensure you sign the form with your digital signature for it to be accepted.

Last Updated: 16/04/2020 09:22