1. Employer is invited to join the IM portal by Agent Employer registers and logs into portal Payroll Dept send the staging date payroll to AEA via secure email Employer completes, prints and posts direct debit mandate to IM Nottingham Office Employer “accepts”, “approves” and completes the on-screen prompts to complete setup Process for First Submission to NEST AE Pension AEA process the file, enrol eligible employees and submit contributions to NEST Payroll Dept./Employer/Agent generates statutory letters for all Employees and distributes to staff Payroll Dept./Employer/Agent invites Employees to join the portal to view their statutory letter NEST sends Welcome packs to enrolled Employees OR AEA/Employer logs into NEST, reconciles, resolves errors and marks as “make payment”* *Arrangement with AEA may include one, two or three of the tasks depending on agreement in place AEA/Employer logs into NEST, reconciles, resolves errors and marks as “make payment”* *Arrangement with AEA may include one, two or three of the tasks depending on agreement in place

2. Payroll Dept. sends payroll to AEA via secure email Process for Subsequent Submission to NEST AE Pension – up to third payroll/AE Assistance Service agreement in place AEA process the file and send enrolments and contributions to NEST Payroll Dept./Employer/Agent generates statutory letters for all Employees and distributes to staff Payroll Dept./Employer/Agent invites Employees to join the portal to view their statutory letter NEST sends Welcome packs to enrolled Employees OR AEA/Employer logs into NEST, reconciles, resolves errors and marks as “make payment”* *Arrangement with AEA may include one, two or three of the tasks depending on agreement in place AEA/Employer logs into NEST, reconciles, resolves errors and marks as “make payment”* *Arrangement with AEA may include one, two or three of the tasks depending on agreement in place

3. Payroll Dept. uploads payroll to IM portal Process for Subsequent Submission to NEST AE Pension – Fourth payroll/ no AE Assistant Service agreement in place AEA process the file and send enrolments/contributions to NEST Client logs into NEST, resolves errors, reconciles and marks as “make payment” Payroll Dept./Employer/Agent generates statutory letters for all Employees and distributes to staff Payroll Dept./Employer/Agent invites Employees to join the portal to view their statutory letter NEST sends Welcome packs to enrolled Employees OR