Forms for Members


If you joined OSPS after 1 October 2017 you are in Investment Builder. If you joined before that you are in the Defined Benefit or CARE section.


Opting out

If you are a new joiner of OSPS you will be in Investment Builder, which is largely administered by Legal and General. You cannot opt out of this advance. There is no paper form you can complete to opt out from the start. If you have been given OPT1 it is no longer valid.

If you want to opt out of Investment Builder from the start you have to wait for your starter letter from Legal and General. You will have about one month from the date of the letter to log on and opt out online and get a refund.

OPT2DC (pdf) - Use this form to withdraw from Investment Builder after the above deadline. You will not get a refund. We will not accept this form to opt out from the start.

OPT2 (pdf) - Use this form to opt out of the CARE section (ie you joined OSPS before 1 October 2017). If you do this you will NOT be able to rejoin the CARE section.


Nomination forms

NOM1 (pdf) - use this if you are an active member

NOM2 (pdf) - use this if you are a pensioner

NOM4 (pdf) - use this if you are a deferred member

NOM3 (pdf) - use this to nominate for dependent's' pension


Contributions forms

APP5DC (pdf) - Change of tier for new Investment Builder members

APP6 (pdf) - Annual change of cost plan for CARE section members

APP6DC (pdf) - Annual change of tier for Investment Builder members

APP4DC (pdf) - Application to join Investment Builder


Other forms

TVIN1 (pdf) - Transfer in inquiry form (from defined contribution schemes only)

CHA3 (pdf) - Change of address or bank details for leavers

SUS1 (pdf) - Options on leaving for Defined Benefit members

INFSH (pdf) - Defined Benefit Section summary for members

INFSHDC (pdf) - Investment Builder summary for members

Investment Builder leaflet (pdf)

 


Please report any broken links to osps@admin.ox.ac.uk.

 

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Contact Us


 : Pensions Office
       University of Oxford
       6 Worcester Street
       Oxford OX1 2BX

 : OSPS - osps@admin.ox.ac.uk
 : (01865) 616133 or 616020

 

 

 
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