How do I change to Direct Debit by creating a new payment source?

To create a new payment source you’ll need to click ‘Manage payment sources’ on your NEST home page.

Click on ‘Add another source’.

You can follow the instructions online to create your new Direct Debit payment source.

If you’re authorised to set up the Direct Debit online it will take six working days for the Direct Debit to become active. If you’re not authorised you’ll need to ask the account holder to authorise it online. If there are two signatures required to authorise the set up, you’ll need to print the Direct Debit mandates and send it to the address provided on the form. It’ll take five working days for us to process the paperwork and then six working days for the mandate to become active. It’s a lot quicker and easier if the Direct Debit mandate is authorised online.

Once the Direct Debit is active you’ll be able to move your workers to the new payment source.

Any contribution schedules that remain unpaid but have been submitted for payment already will need to be paid by direct credit.

You can use the next available contribution schedule to process the workers’ payment source change.

You can move your workers through your contribution schedule online by directly entering the information into the schedule. Alternatively you can make the change by uploading a CSV file or by secure file transfer. If you choose to upload a contribution schedule file to make the change you might find it easier to use one of our CSV templates (ZIP) in helpful resources. This will make it easier for you to make sure the information in your file is in the correct format.

Please note, you won’t be able to pay any contributions until the Direct Debit is active.