Enables you to opt out the employee from the auto enrolment scheme.

General

Opt Out End Date

Display only. The end date of the opt out period.

Opt Out Notice Received

Enter the date the opt out notice was received from the employee.

Membership Start Date

Display only. The start date of the employee's membership period.

Membership End Date

This field is only enabled if an opt out notice has been received. Enter the end date of the employee's membership period.

Withheld Contributions

Display only. The amount of the employee's withheld contributions.

Actual Contributions

Display only. The amount of the employee's non-withheld contributions that may be refundable if the employee opts out during the opt out period.

Allow Refund

Select this check box if the withheld contributions should be refunded. If the membership start and end dates are the same, and the opt out notice was received within the opt out period, the employee is automatically set to receive a refund (which cannot be changed). If the membership start and end dates are different, a refund is not allowed and this check box is not enabled.

Opt Out Reference Number

Enter the bulk opt our reference number, which is given to the employee when they opt out and is mandatory if the scheme type is NEST.

Membership End Reason

Enter the reason the employee has left the scheme, or select one from the drop-down list.

MD78G6