Please read the members' page on opting out.
If a member wants to opt out of Investment Builder from the start they have to do so online. They cannot fill in a form to do this.
If a member opts out online we will contact you and refund any contributions already submitted to Legal and General. You can then refund the appropriate share to the member through your payroll.
Do not refund contributions before being contacted by us. We cannot accept negative contributions on monthly returns for DC members.
If a member gives you form OPT2 (pdf) or OPT2DC (pdf) to opt out after the refund deadline then please send this to us with form OPT3 (pdf) and mark them as a leaver on the monthly remittance.