Get Sd 502 Form

The Sd 502 Form is essential for individuals wishing to leave the HSC Pension Scheme. This guide provides a clear, step-by-step approach to completing the form online, ensuring a smooth process for users with varying degrees of experience.

Follow the steps to complete the Sd 502 Form online.

1. Click ‘Get Form’ button to obtain the application form and open it in your online editor.
2. Complete Part 1 of the form by providing your personal details. Ensure that every section is filled out thoroughly before proceeding.
3. In Part 2, enter the date when you were first enrolled in the HSC Pension Scheme, which may differ from your employment start date.
4. Tick box number 1 if you meet any of the following conditions: you are under 22 years of age; you are over the state retirement age; you earn less than £9,440 per year; or you have submitted a written request to join or rejoin the scheme.
5. Tick box number 2 if you are aged between 22 and the state pension age and earn more than £9,440 per year.
6. If you ticked ‘1’ in step 4, specify if the form was received within the opt-out period of one calendar month after enrollment by ticking yes or no.
7. If you ticked ‘2’ in step 5, indicate if the form was received within the opt-out period based on enrollment or confirmation date by ticking yes or no, and include the later date.
8. If the response to step 7 was ‘no’, specify if the form was returned due to incorrect completion, which would extend the opt-out period. Tick ‘yes’ or ‘no’ accordingly.
9. For any ‘yes’ responses in steps 6, 7, or 8, arrange to refund contributions locally; for ‘no’ responses, note that the HSC Pension Service will issue refunds upon receipt of claim form REF1.
10. Finally, complete all required fields, sign, date, and stamp the form. Ensure that it is filed appropriately for your records.

Complete your Sd 502 Form online and ensure your application is processed efficiently.