Processing Leavers at Colleges

Please make sure you give us the member’s home address as we will write to DB section members there with their options. Legal and General will contact DC members with their options, so members should make sure their contact details are correct on Manage Your Account. We do not have access to change personal details on Legal and General's website.

Please circle the cost plan or tier you have used for collecting contributions in the relevant scheme year.

If you know a member is leaving you to join the University or another college it would be helpful if you could put this in the appropriate box on the relevant Leaver form.

Please read the members' page on opting out.

If a member wants to opt out of Investment Builder from the start they have to do so online. They cannot fill in a form to do this. 

If a member opts out online we will contact you and refund any contributions already submitted to Legal and General. You can then refund the appropriate share to the member through your payroll.

Do not refund contributions before being contacted by us. We cannot accept negative contributions on monthly returns for DC members.

If a member gives you form OPT2 (pdf) or OPT2DC (pdf) to opt out after the refund deadline then please send this to us with form OPT3 (pdf) and mark them as a leaver on the monthly remittance.

If a member is promoted into a post in which they have to join USS then it is the same as if they had left employment. It would be helpful if you could write on the form that they have left to join USS.

There is no need for a member to sign an opt out form if they are leaving to join USS.

If you know a member is leaving you to join the University or another college it would be helpful if you could put this in the appropriate box on the relevant Leaver form.