Membership Enquiry Questionnairereply

Membership enquiry questionnaire reply

A member can obtain membership details over the telephone by contacting our Customer Contact Centre. Alternatively they can approach the employer to request a statement or complete the web from SM27A.

Members are asked to read the membership enquiry factsheet before making contact with the employer or NHS Pensions.

If queries remain after reading the factsheet, form SM27B will be received by the employer regarding current or recent employment enquiries and where one or more of the following is relevant:

 Missing pensionable employment  Incorrect employment start/leaving date  Part time employment  Disallowed days.

Members are asked to complete form SM27C for direct referral to NHS Pensions for historic (older than seven years ago) or for other enquiries not listed above.

Employers should try to resolve the enquiry with the member and where relevant, make amendment via Pensions Online (POL) or Electronic Staff Record (ESR).

As the member may not be aware of non pensionable employment already amended by NHS Pensions, a check should be made before submitting any requested changes to the member pension record. Please consider if any of the following may be applicable:

 Non pensionable employment overlapping with whole time membership with your own organisation or another employer  Non pensionable part time hours that will exceed whole time hours with another concurrent employment with your organisation or another employer  Has the member signed an SD502 form to opt out?  Is the employment non pensionable due to NHS pension benefits already being in payment?  Where the employment was ‘Bank’ or ‘as and when’, did actual work commence?  Was the employment through an Agency or as a non pensionable board member?

The attached SM27D form can be used to reply back to the member in all cases.

If you are not able to make the necessary amendment to the member record, please inform the member using this form but also pass the information to NHS Pensions to process.

Service-SM27D Employer membership enquiry reply-20160701-(V2) Member address: Employers address:

Employer email

Employer ref:

NHS Pensions reference: SD

Form SM27D – Employer membership enquiry response

I am writing in response to your recent NHS Pension Scheme membership enquiry.

After checking our employment records I have ticked the appropriate response below:

(1) The information recorded in your membership record is correct. We have provided more information on the next page.

(2) The information in your membership record was found to be incorrect and we have made the necessary amendments. The details are shown on the next page.

(3) Your pension record was found to be incorrect but we are unable to make the required amendments. We have provided the details on the next page and also passed the necessary information to NHS Pensions who will make the required changes. They will contact you to confirm when your record has been updated.

(4) This office is unable to help with your enquiry. Details are provided on the next page or if relevant and where known, the correct contact details are shown below.

Service-SM27D Employer membership enquiry reply-20160701-(V2) Correct employer contact address: The employer address is not known, contact NHS Pensions direct using form SM27C from the website.

NHS Pensions reference: SD

Employer to use this space to confirm details of any amendments made, details passed to NHS Pensions or reason why the records remain correct

You should now send this completed form to the member in all instances.

If you have ticked option (3) over the page you can send a further copy of this form to NHS Pensions to provide the necessary information.

Tick here if this is a copy of the form you have sent to the member.

Service-SM27D Employer membership enquiry reply-20160701-(V2) Signature of Pensions Officer

Print name

EA / GP Code:

Service-SM27D Employer membership enquiry reply-20160701-(V2)