The final part of the SD55 annual update is where you can advise of changes to the members’ employment details and/or personal details, as follows:
- enter date of change (if required)
- select Change Type
- enter change details
We also have a guide on completing the SD55 which is particularly useful if you’re completing changes to part time and/or changes to standard hours. You can find this guide, which is POL guide number 18 in the Pensions Online section of our Employer Hub.
The areas available for change are:
- Surname – no date of change is required if SD55G has not been completed
- Forename(s) – no date of change is required if SD55G has not been completed
- NI Number – no date of change is required if SD55G has not been completed
- Capacity code – date of change required
- EA code – no date of change required
- Date of birth – if SD55G has not been completed
- Change to whole time– date of change required (only available if employment is part time)
- Change to part time– date of change required (only available if employment is whole time)
- Actual part time hours – date of change required (only available if employment has not been part time before)
- Standard hours – date of change required (to be used when employment changes to part time for the first time)
- Change to standard hours – date of change required (relevant only where standard hours for an existing p/t employment change)
- Change of mental health officer (MHO) status – date of change required
- Disallowed mental health officer (MHO days post 05/04/1988) – no date of change required (to be completed where disallowed days apply and employment is MHO)
A maximum of five changes can be completed and you should always start with the first change line.
Some changes, for example changes from whole time to part time, need to be in a specific order, to enable them to process successfully.
Example:
- 1 Line - date of change and in the drop down select to part time
- 2 Line - date of change, then select part time hours, then actual part time contracted hours – 1500 – no decimal point
- 3 Line – date of change, then select standard hours, then whole time standard hours – 3750 – no decimal point
For changes from whole time to part time if a member (other than capacity 3, 8 or 10) is changing to part time and has previously been part time within the employment then select ‘To part time' from the drop-down selections and enter the date of change to part time. Actual hours do not need entering.
Standard hours only need entering if they are changing from those already held on our records.