Forms for Members
This pages lists all the forms for use by members of OSPS
If you joined OSPS after 1 October 2017 you are in Investment Builder. If you joined before that you are in the Defined Benefit or CARE section.
If you are a new joiner of OSPS you will be in Investment Builder, which is largely administered by Legal and General. You cannot opt out of this advance. There is no paper form you can complete to opt out from the start. If you have been given OPT1 it is no longer valid.
If you want to opt out of Investment Builder from the start you have to wait for your starter letter from Legal and General. You will have about one month from the date of the letter to log on and opt out online and get a refund.
OPT2DC (pdf) - Use this form to withdraw from Investment Builder after the above deadline. You will not get a refund. We will not accept this form to opt out from the start.
OPT2 (pdf) - Use this form to opt out of the CARE section (ie you joined OSPS before 1 October 2017). If you do this you will NOT be able to rejoin the CARE section.
NOM1 (pdf) Word version - use this if you are an active member
NOM2 (pdf) - use this if you are a pensioner
NOM4 (pdf) - use this if you are a deferred member
NOM3 (pdf) - use this to nominate for dependent's' pension
APP5DC (pdf) - Change of tier for new Investment Builder members
APP6 (pdf) - Annual change of cost plan for CARE section members
APP6DC (pdf) - Biannual change of tier for Investment Builder members
APP4DC (pdf) - Application to join Investment Builder
TVIN1 (pdf) - Transfer in inquiry form (from defined contribution schemes only)
CHA3 (pdf) - Change of address or bank details for leavers
SUS1 (pdf) - Options on leaving for Defined Benefit members
INFSH (pdf) - Defined Benefit Section summary for members
INFSHDC (pdf) - Investment Builder summary for members
Investment Builder leaflet (pdf)
Please report any broken links to firstname.lastname@example.org.
: Pensions Office
University of Oxford
6 Worcester Street
Oxford OX1 2BX
: OSPS - email@example.com
: (01865) 616133 or 616020