Get Election To Opt Out And/or Application For A Refund Of Teachers ... - Deni Gov

This guide provides comprehensive instructions on completing the Election To Opt Out And/or Application For A Refund Of Teachers’ Pension Contributions form. The steps outlined below are designed to assist you in understanding and accurately filling out each section of the form, ensuring a smooth application process.

Follow the steps to successfully complete your application.

1. Click the ‘Get Form’ button to obtain the form and open it in your preferred document editor.
2. In Part A, fill out your personal details accurately: include your name of school, school reference number, teacher’s reference number, surname, previous surnames (if any), forenames, date of birth, address, postcode, email address, and contact telephone number. Ensure clarity and legibility by using capital letters as instructed.
3. Indicate your National Insurance number. If you wish to claim back any superannuation contributions, tick the relevant box and proceed to Section 2.
4. In Section 2, provide payment details. Select whether you wish to receive your refund via bank or building society. Fill in the required information, including the name of the bank or building society, branch, sort code, account number, and address.
5. In Part B, sign and date the Election Confirmation. Make sure you understand the implications of opting out of the pension scheme and the benefits you will forfeit.
6. If you are not employed in a DE paid school, proceed to Part C. The employer must complete this section, indicating the effective date of the election and whether pension contributions have been deducted.
7. Finally, if claiming a refund, sign the declaration in Part D, confirming your understanding of the implications of your application. A witness must also sign and provide their contact information.
8. Return the completed form directly to the Teachers’ Pensions Branch, ensuring that all sections are accurately filled out and signed.

Complete your Election To Opt Out And/or Application For A Refund online today!