Pension Scheme Forms

Covering letter for Joiner Questionnaire

Census

Joining the Scheme

  • SS10 (PDF 15KB): Only complete for staff at a Trust, PCT, LHB or Direction Body
  • SS10GP (PDF 15KB): Only complete for staff at a GP Practice or Out of Hours Provider
  • SS14 (PDF 14KB): Only complete for general medical and dental practitioners
  • SD65 (PDF 42KB): Also complete for staff at Direction Bodies and send with form SS10
  • SD65 (DOC): A word version of form SD65. This will enable you to complete SD65 electronically, but please remember that the SD65 form cannot be sent via email to NHS Pensions due to Data Protection.  You must always send a hard copy to us by post.   To avoid any separate sheets getting lost or mislaid can you ensure that the members SD number is completed on every sheet and that they are stapled together before you distribute it.
  • Joiner Excel Spreadsheet: For Non ESR or POL users to submit New Joiners
  • Joiner ASCII Format: For Non ESR or POL users to submit New Joiners


Annual Updates and Leavers

Leaving the Scheme

  • SD502 (PDF 44KB): Is an application to opt-out of the NHS Pension Scheme if the member decides not to participate. 


Application forms

Retirement Forms

  • AW8 (PDF 72KB): An application for retirement benefits on grounds of age, ill-health, redundancy and VER – the member should give 3 months notice of retirement. 
  • Guidance notes on completing claim form AW8
  • AW8P (PDF 74KB) - Application form and guidance notes to claim deferred benefits for members who left the Scheme before 1st April  2008.
  • AW8PC (PDF 216KB) - Application form to claim Pension Credit Benefits.  Booklet D should also be given to the member with this form. 
  • AW171 (PDF 140KB) : An application for post award revised details. Pensionable pay, membership, contributions etc.
  • AW343 (PDF 98KB): Only to be completed where the member is leaving on grounds of compulsory redundancy and has concurrent pensionable employment, including Practitioner membership, in the NHS.

Bereavment Forms

  • AW9 (PDF 29KB): An application for survivor benefits following the death of a member. The spouse, civil partner or nominated qualifying partner should complete this.
  • AW11 (PDF 27KB): An application for benefits following the death of a member. The legal personal representative of the deceased member should complete this.
  • AW158 (PDF): Application form for child allowance where pensionable scheme membership ended after 1/4/2008. Please read Booklet R before completing this form.
  • AW158-pre 1/4/2008 (PDF): Application form for child allowance where pensionable scheme membership ended before 1/4/2008. Please read Booklet R before completing this form.
  • AW135 (PDF): Form for notification of the Initial Survivors Pension payment.
  • FIN 9 GP (xls) : Form for GP employers to claim back from the Scheme the initial or limited survivor pension they have paid.
  • FIN 9 EA (xls): Form for EA employers to claim back from the Scheme the initial or limited survivor pension they have paid.
  • G60(NHS) (PDF 62KB): An application to claim Surviving partner pensions, Child's allowances and Allocated pensions.

Ill-health Forms

  • AW33E (PDF 59KB): An application for the member to be considered for ill-health retirement.  To be completed and submitted by Employers only.
  • Part C of AW33E: Word version for Occupational Health Doctors to complete on screen then print to send with AW33E . 
  • AW341 (PDF 37KB): An application to commute ill-health retirement benefits if life expectancy is less than one year.
  • AW341a (PDF 131KB): An application to commute age retirement benefits if life expectancy is less than one year.

Changes in Details

Estimate Requests

  • AW295 (PDF 14KB): An application for an estimate of retirement benefits. This form is only for employers who do not have access to Pensions Online.
  • AW295 (DOC):  An word version of the application for an estimate of retirement benefits. This will enable you to complete and file the request in your records electronically, but please remember that the AW295 form cannot be sent via email to NHS Pensions due to Data Protection.  You must always send a hard copy to us by post.   

Added Years Form

  • AB54: Contract form for full and half cost added years purchase


Nomination Forms

  • DB1 - Death Benefit Nomination for membership that ended before 1 April 2008 (PDF 40KB)
  • DB2 - Death Benefit Nomination for membership that started or continued from 1 April 2008 (PDF 69KB) 
  • PN1 - Non registered civil partner/married partner Nomination (PDF 68KB)
  • NOM1 - Cancelling an existing Nomination (PDF 63KB)

Pensions & Divorce:

Pensionable Payment Notification:

  • Form FA11 - For employers who have member transfer applications to forward to NHS Pensions. Forward the application and use form FA11 to notify TPP/leaving details

Protection of Pay and Voluntary Protection of Pay

  • SM R9 Members App - An Application form and notes for members to apply for Protection of Pay or Voluntary Protection of Pay
  • SM R9 EA - An Application form and notes for Employers to request Protection of Pay

Re-employment of a NHS pensioner

  • Form AW140 - Notification to Xafinity Paymaster of a NHS pensioners re-employment
  • Form AW140A - Notification to Xafinity Paymaster of a change in circumstances for a re-employed NHS Pensioner

GP Forms

  • Form GP SOLO (Word Doc)
  • GP Locum A (PDF 16KB)  
  • GP Locum B (PDF 19KB)
  • Estimate of NHS Pensionable Profits/Pay - 2012/13
  • Estimate of NHS Pensionable Profits/Pay - 2011/12
  • Estimate of NHS Pensionable Profits/Pay - 2010/11
  • Estimates of NHS Pensionable Profits/Pay- 2009/10  


    • GP Providers Certificate:

    2010/11 GP (and non GP) Providers Annual Certificate of Pensionable Profits 2010/11

    2010/2011 Type 2 Medical Practitioner Self Assessment of Tiered Contributions     
    2009/2010 Limited Company
     
    2009/2010

    Estimates of Pensionable Earnings (GMS/PMS/APMS Practice)

    2008/2009 Limited Company
    2008/2009
    2007/2008 Limited Company
    2007/2008
    2006/2007 Limited Company
    2006/2007
    2005/2006

    Complaints + Disputes
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