How do I change a member’s payment source and group at the same time?

You can change a member’s payment source and group at the same time by entering information manually online. This method is better if you want to make changes for few members. If you’re making these changes for a large number of members, you might find it easier to do it by file upload.

To change a member’s payment source and group at the same time, click either ‘Manage contributions’ or ‘Contributions’ on your Nest homepage.

Select the arrow under Edit/Pay on the contribution schedule you intend to use to change the payment source and group.

You can search the member you need to move to the new payment source and group by entering their Last name, NI number or Alt.ID. Once you’ve found the member click ‘Options’. If you need to move all your members you’ll need to complete the same process for each of them in the same schedule, one member at a time.

Under Contributions options for this period select ‘Change of payment source and group’ from the drop-down menu. You’ll need to enter the date you want the change to take effect. The effective date you choose needs to be within the schedule’s pay period start and end dates. You’ll also need to select the payment source and group you wish to move the member to.

You can enter zero contribution in the pensionable earnings for the member’s current payment source and group. The contributions for the member’s new payment source and group can be entered once the new contribution schedule is generated after the change has been processed.

Click ‘Done’ when you’ve entered all the required information.

In the contribution schedule click ‘Save changes’. Once all members in the schedule have their status as Member validated you can click ‘Submit schedule’ for the changes to be processed. The group and payment source change will only take effect when ‘Submit schedule’ has been clicked. The new contribution schedules will be generated within 24 hours.