Forms and spreadsheets

Forms for employers to help manage the Scheme for your organisation.

Help with deciding which forms to fill in
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pdf | 239.06kB
SS1 – New Member Spreadsheet
Spreadsheet template to help manage details of new members.
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xls | 4.11MB
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New member field specification
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xls | 41kB
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Common errors when completing enrolment spreadsheets
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xls | 175.5kB
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SS2 – Opt Out Template Spreadsheet
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xls | 314.5kB
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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.
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docx | 15.19kB
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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.)
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docx | 19.03kB
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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.
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docx | 15.38kB
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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.
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docx | 15.74kB
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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.
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docx | 17.73kB
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Letter F
To be sent to employees ‘contractually enrolled’ into NILGOSC.
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docx | 17.84kB
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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.
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docx | 18.72kB
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