Get Pension Opt Out Form Template

Filling out the Pension Opt Out Form Template is an important step for those considering opting out of the Local Government Pension Scheme. This guide provides clear and comprehensive instructions to help users complete the form accurately and efficiently.

Follow the steps to fill out the Pension Opt Out Form Template online.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred online document editor.
2. Begin by filling out the 'About You' section. Provide your surname, first names, and date of birth in the designated fields, ensuring accuracy for identification purposes.
3. Indicate your title by selecting from the provided options such as 'Mr', 'Mrs', 'Miss', or 'Other'. If you choose 'Other', please specify your title in the space provided.
4. Enter your home address, including the post code. Make sure the information is complete to avoid any delays.
5. Provide your contact numbers, including home, work, and mobile numbers. Ensure each number is correct for potential follow-up purposes.
6. Fill in your employer's name, job title, and department. Also, include your payroll number for reference.
7. Respond to the question regarding the return of contributions if you have less than three months of membership. If applicable, indicate 'Yes', 'No', or 'Not Applicable'.
8. If you answered 'Yes' to the previous question, provide your bank account details, including the name of the bank, branch, account number, and sort code.
9. If opting for a building society account, fill in the relevant details as instructed, including the building society's name, branch, account number, and sort code.
10. In the declaration section, read through the statement carefully, then provide your signature and date, confirming your decision to opt-out.
11. Finally, review all entered information for accuracy. Once confirmed, save changes, and choose to download, print, or share the form as needed.

Complete your Pension Opt Out Form Template online now and ensure your choices are clearly communicated.