How do I change a member’s payment source using a CSV file?

When you’re preparing the contribution file to send to us, you’ll need to enter ‘6’ into the ‘Reason for partial or non-payment of contributions’ field in your file. This tells us that you’re Transferring the member to a different payment source.

If you’re uploading or transferring a file please read our Employer payroll guide (PDF) to find out more about our file formats.

If you need to change the payment source for a large number of members you might prefer to send a file to NEST instead of updating a contribution schedule directly online. The easiest way to do this is to use our contribution file template, which will help ensure you enter the information in the right format and could save you time.

If you use our templates the reasons for partial or non-payment of contributions will be listed in a drop-down menu in the ‘Reason for partial or non-payment of contributions’ field in your file.

Once you’ve downloaded the contribution file template you’ll need to complete the highlighted fields as shown.

In column H you’ll need to select option six from the drop-down menu, ‘Transferring member to a different payment source’.

You’ll need to fill in all highlighted fields and include the name of the new payment source in column L exactly as it appears on your NEST account.

You’ll only need to fill in columns D, F and G with earnings and contribution details for the old payment source. Any contributions due for the new payment source will need to be paid in the relevant contribution schedule.

Once the file is complete you’ll need to generate and upload the file.

For more information on submitting contribution files to NEST please see Where do I upload my completed CSV file to submit contributions?

Once you’ve done this and you’re happy to continue, you can submit the schedule for payment.