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RETAINED MEMBERS MODIFIED SCHEME / NPS / CARE Employers Mandate This form should be completed by the employer and forwarded to the Scottish Public Pensions Agency (SPA) 28 days before the applicants
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To fill out retained members, follow these steps:
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Access the membership form or database where the information of retained members is stored.
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Identify the specific fields or sections that need to be filled out for retained members.
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Gather the necessary information required for each field. This may include the name, contact details, membership details, and any additional information specific to the organization.
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Enter the gathered information into the corresponding fields or sections in the membership form or database.
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Save or submit the filled-out form, or update the retained members' information in the database.
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If applicable, notify the retained members about any changes or updates made to their information.

Who needs retained members?

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Retained members are needed by organizations or institutions that want to maintain a record of individuals who have previously been members or engaged with their activities.
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Some examples of entities that may need retained members include:
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Retained members refer to individuals or entities that continue to maintain a membership status in an organization, even after certain changes in the organization or its membership structure.
Organizations that have retained members are typically required to file retained members reports, which may include non-profit organizations, cooperatives, or any membership-based associations.
To fill out retained members, organizations generally need to provide detailed information about each retained member, including names, membership dates, role within the organization, and any other relevant data as per the filing guidelines.
The purpose of retained members is to keep track of members who remain affiliated with the organization and to ensure compliance with reporting requirements for governance and record-keeping.
Information that must be reported on retained members usually includes personal details such as name, address, membership type, duration of membership, and any contributions made by the member.
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