Here you will find the reference documents and Payroll/Managed Account paperwork.

Please speak to your advisor in order to complete the Somerset County Council Direct Payment agreement set up forms. These must be completed before sending in any Payroll or Managed Account paperwork.

 
Initial Set-up


Documents for reference -

Somerset County Council documents

An Introduction to Direct Payments
Direct Payments Policy (October 2015)
Somerset County Council DP guidance
 

Enham Trust documents

GDPR Introduction Letter
Customer Privacy Notice


Forms for completion -

GDPR

Data Protection form of authority

 
Self-Employed Personal Assistants (SEPA)

Responsibilities when using SEPAs (HMRC March 2019)
Managed Account Invoice Template
Welcome letter to providers

 
Holding Account Agreement

Authorised Payee Form
Holding Account Agreement (Somerset)
Holding Account Welcome Letter

 
Agency: Holding Account Agreement ONLY

Welcome letter to providers

 
Payroll

Employer Set-up
New Employee Starter Form
HMRC (FBI2)
HMRC (64-8)
Direct Debit Mandate for NEST Pension Scheme


 

If you require any further assistance, contact your local support centre. Our friendly Information, Advice and Guidance team are happy to help.

Phone  Email

 

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