While the fastest way for members to provide us with most applications is through My Pension Online, there’s times when this isn’t possible. Are you aware that you can help by scanning and sending paper documents (such as retirement applications and opt in forms) via the Employer Portal.

To send it to us digitally, you just follow the same method you would for sending your MDC Files and Monthly Contribution Breakdown Forms.

All you need to do to upload a scanned document is to go into Upload a file (STU) section of the Employer Portal and follow these guidelines:- To upload a completed file;

• Click on ‘Upload a file (STU)’
• Input a description for the file to be uploaded then click on browse to search for the desired file
• Select the appropriate file and click on ‘Open’, this will then populate the ‘Upload File’ field on the previous page.
• Click on ‘Upload’ this will then send the file to us
• Once a file is uploaded you’ll receive a confirmation email. The email will note if the file upload has been successful or not.

You must give the document a name (such as “Mr Smith Retirement form”) so that we understand what the document is and which team should process it.

Sending documents to us in this way will speed up the process as we get the file sooner and help reduce the amount of white mail we receive daily.