OSPS forms for associated employers

Forms for new joiners

General Information Summary (INFSH DC) (135kb)  - Investment Builder section only

DC Joiner template for colleges (42kb)  - Investment Builder section only

General Information Summary (INFSH) (13kb)  - CARE section only

Application to join (APP1) form (62kb)  - CARE section only

Member’s wishes concerning disposal of Death in Service lump sum (NOM1) form (23kb)

Opt out forms

OSPS members in the Investment Builder section can only opt out from the start through Legal and General Choice using the enrolment code on their starter letter or by telephoning 0345 026 8982.  If you have missed the deadline you can withdraw from the scheme using (OPT2DC).

Application to withdraw from OSPS (while in pensionable service) (OPT2 DC)form (17kb) - Legal and General Investment Builder members - only to be used after the opt out deadline on the starter letter

Election not to join OSPS (during first 3 months of service) (OPT1A) form (168kb)  - CARE section only

Application to withdraw from OSPS (while in pensionable service) (OPT2) form (10kb)  - CARE section only

NB for Investment Builder section members in the first month, opt out must be via Legal & General

Leavers forms

Notification of member leaving employment (LEA1) form (18kb)

Notification of withdrawal from OSPS (while in pensionable service) (OPT3) form (18kb)

Advance notification of member retiring (RET1) form (84kb)

Confirmation of member retiring (RET2) form (11kb)

Confirmation of death in service (DTH2) form (16kb)

Other forms

Notification of absence (ABS1) form (19kb)

Change or verification of personal details (CHA1) form (21kb)

Change in hours (CHA2) form (27kb)

TVIN1 Transfer Inquiry for OSPS Investment Builder (15kb)

Salary Exchange for participating colleges

If you operate a salary exchange for pension contributions scheme similar to the University’s you should ensure that new members are aware of the severe effect joining such a scheme can have on refund calculations. See the leaving OSPS part of the members’ section for more details.

If a salary exchange member leaves the scheme, please submit the salary exchange version of the appropriate leaving form:

Leaving employment (salary exchange colleges only) (LEA1(S)) form (18kb)

Withdrawal from OSPS (salary exchange colleges only) (OPT3(S)) form (18kb)

Confirmation of retirement (salary exchange colleges only) (RET2(S)) form (11kb)

Confirmation of death in service (salary exchange colleges only) (DTH2(S)) form (16kb)