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Click ‘Get Form’ to open it in the editor.
Begin by filling in your personal details. Ensure you use BLOCK CAPITAL letters for clarity. Include your full name, title, National Insurance number, home address, gender, and date of birth.
In the 'Change to regular contributions' section, specify the amount you wish to contribute each pay period and select your pay frequency (Weekly, Fortnightly, 4 Weekly, Monthly). Indicate the start date for these contributions.
If making a one-off payment, choose between deducting it from your pay or sending it directly to RPMI. Fill in the amount and tick the appropriate box.
Select your investment choices. You can opt for a Lifestyle Strategy or choose specific funds. Ensure that the total percentage equals 100%.
Set your Target Retirement Age if different from your Pension Age. This will help manage your investments as you approach retirement.
Finally, sign and date the declaration confirming that no payment is funded by a tax-free lump sum before submitting the form to HR or payroll.
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