Toolkit

On this page you will find a library of resources to accompany the information available through the members' USS Scheme area. Below you will be able to access factsheets, member forms and modellers.

The publications provided are for general guidance only. They are not legal documents and do not explain all situations or eventualities. USS is governed by a trust deed and rules an if there is any difference between these resources and the trust deed and rules, the latter prevail.

Forms

pdf Expression of wish

pdf Registration of potential dependant

pdf Transfer request

pdf Request for personal data

pdf Notification of change of address or details

pdf Notice to opt out of pension saving

pdf Normal withdrawal form

pdf Election to remain in authorised scheme

pdf Tax options

pdf Transfer option

pdf Transfer of safeguarded benefits

Modellers

A range of modellers and tools are currently available to assist working out what USS members and former members pensions may be.


USS benefit illustrator

Benefit conversion modeller

MPAVC modeller

Deferred modeller

Scheme pays modeller


Factsheets

The full range of our scheme factsheets, covering topics such as additional contributions, absence, tax, transfers and retirement, can be found on the resources page of our member's section.

Guides and booklets

A range of guides and booklets covering topics such as joining, leaving the scheme, retiring and The USS Investment Builder can be found below.


pdf Main features of USS - A guide for IFAs

pdf A new member's guide to USS

pdf Leaving the scheme

pdf Retiring from USS - Making contributions into the USS Retirement Income Builder only

pdf Retiring from USS - Making contributions into both the USS Retirement Income Builder only and the USS Investment Builder.

pdf A guide to the USS Investment Builder

pdf A guide to the USS Investment Builder - print friendly version