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  • Scheme Name ABC1 [60ABC1]
Date Requested Requested By Sche or Memb #Documents Description Date Produced Status Actions
ID Batch Name Record Type Status Created Last Updated
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ID Batch Name Record Type Status Created Last Updated
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Add Member Prerequisite

Work Tracking Details

Work Item No. associated with adding this applicant

Member Details

Title
First (given) Name of Applicant
Surname of applicant
Date of birth of applicant
PPS number of applicant
Gender
Date from which applicant should be included in scheme.
Has evidence Of Date Of Birth been received?
Does the applicant have any entitlements to pension benefits arising from another plan or policy?
Risk Only members are not included for Pension benefits, only risk cover.
Will there be any incoming transfers for this applicant from any other plan or policy relating to this or any other service?

Employer Details

Employer Name
Location
  • Please ensure that the details you have entered on this screen are correct. Once you click 'Continue', you will not be able to change them.
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