How do I change a member's group and payment source at the same time using file upload or transfer?

If you’re changing the group and payment source for a large number of members you might prefer to let us know about it by sending information in a contributions file as part of your regular contribution schedule process.

If you’re uploading or transferring a file please read our Employer payroll guide (PDF) to find out more about our file formats.

When you’re preparing the contribution schedule to send to us, you’ll need to enter ‘12’ into the Reason for partial or non-payment of contributions field. This tells us that there is a Change of payment source and group.

Downloading our contribution file template can make it easier to complete this process, rather than creating your own file from scratch. If you use our template you’ll need to select the option 12 ‘Change of payment source and group’ listed in the drop-down menu in the Reason for partial or non-payment of contributions field.

You’ll need to download our contributions file template. This is comma separated values (CSV) file. You’ll then need to fill in the highlighted fields as shown below.

In column H select option 12 from the drop-down menu, Change of payment source and group.

Please note you’ll only need to pay the contributions due for the current payment source and group in the schedule you’re uploading. You’ll need to pay for any new group contributions in the next schedule that the member appears in.

You’ll need to fill in all highlighted fields and include the name of the new payment source in column L and the name of the new group in column J exactly as they appear in your Nest account.

After the file is completed you’ll be able to generate the file. You can then upload or transfer the file. Please see Where do I upload my completed CSV file to submit contributions? or How do I transfer my file using SFTP? for more information. Once you’ve done this and you’re happy to continue, you can submit the schedule for payment.