Forms and spreadsheets

Help with deciding which forms to fill in

SS1 – New Member Spreadsheet

Spreadsheet template to help manage details of new members.

New member field specification

Common errors when completing enrolment spreadsheets

SS2 – Opt Out Template Spreadsheet

Letter Y

To be issued to active members who on the employer’s re-enrolment date are members of the 50/50 section and will therefore be moved back to the Main Section of the Scheme.

Letter X

To be issued to eligible jobholders who are being automatically re-enrolled into NILGOSC under the automatic enrolment rules. (Also to be used if the employer has chosen to automatically re-enrol those to whom the exemptions apply.)

Letter W

To be issued to eligible jobholders who are not being automatically re-enrolled into NILGOSC under the automatic enrolment rules as the employer has chosen not to because one of the exemptions applies.

Letter P

To be issued to workers who have a contract of employment for less than 3 months (but see paragraph 46 re casual employees) for whom the employer wishes to postpone the automatic enrolment duties.

Letter G

To be sent to employees enrolled into the LGPS (NI) when their initial contract of employment, of less than 3 months, is extended to 3 months or more.

Letter F

To be sent to employees ‘contractually enrolled’ into NILGOSC.

Letter E

To be issued to workers who, after commencement of employment, and after the employer’s ‘staging date’, opt to join the LGPS (NI) under the automatic enrolment rules.