Combined pension forecast application form by MHairston

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									Combined pension
forecast application
form
Combined pension forecast application form
Please read the notes on ‘How to register’. They will help you to fill in this form, tell you
who to contact for more advice and explain what happens next.

Section A: Type of scheme
Please tick either of the following options as appropriate:
(1) You are an employer running an occupational pension scheme
Or
(2) You run a stakeholder or personal pension scheme



Section B: Contact details
(3) First contact
Company name:
Your name:
Position:
Address and postcode:


Phone number and extension:
Mobile:
Fax:
E-mail:


Where did you hear about the combined pension forecast initiative?
(4) Administrator or trustee
If you have an administrator or trustee, please give their details here.

Company name:
Contact name:
Position:
Address and postcode:


Phone number and extension:
Mobile:
Fax:
E-mail:


(5) Main contact
Only fill in this section if the person who is taking lead responsibility for combined pension
forecasting is not the person whose details are given in number (3).

Company name:
Contact name:
Position:
Address and postcode:


Phone number and extension:
Mobile:
Fax:
E-mail:
(6) Technical contact
Only fill in this section if the details are different to those in number (3).

Company name:
Contact name:
Position:
Address and postcode:


Phone number and extension:
Mobile:
Fax:
E-mail:


Section C: Data exchange for live files
(7) Type of format you would like to use
1st    2nd
             Electronic data interchange (EDI)
             3 1⁄2 inch floppy disk
             Secure file transfer
             CD-ROM
             4mm DAT tape – DDS1 or DDS2 specifications:


(8) I would like the current and forecasted State Pension amounts in the
    following format.
Please tick choice of format
       Weekly
       Four-weekly
       Monthly
       Three-monthly
       Yearly
Section D: Combined pension forecast statements
(9) In total, how many scheme members do you think you will be
    issuing consent forms to?
     Occupational pension providers only
     In total, how many non-scheme members do you think
     you will be issuing consent forms to?
(10) Please tell us how often you issue statements and list the dates you issue them
     in the table below. This should be for a 12-month period, starting on the first
     date you would like to issue combined pension forecasts. We also need to know
     the dates you need us to return the State Pension forecast data to you and the
     estimated number of scheme members you expect to send us on each date.

    How often do you plan to issue your statements?

     Dates you will issue           Dates you need            Expected number of
 combined pension forecast       the State Pension data       scheme members or
 statements over 12 months         by over 12 months        employees over 12 months




(11) If you don’t plan to issue statements in the next 12 months,
     please tell us the earliest date you expect to do this.
Section E: Follow-up enquiries
(12) An enquiries contact for people who have received a forecast and have questions
     about the pension information.
Phone number:
Mobile:
Fax:
E-mail:


(13) An enquiries contact for us to get in touch about any State Pension changes.

Company name:
Contact name:
Position:
Address and postcode:


Phone number and extension:
Mobile:
Fax:
E-mail:

								
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