If you're an employer helping a member apply for ill health retirement, this page will guide you through what to do.
You'll find everything you need, including:
- an ill health guide for employers
- a checklist
- the forms you may need to use
Ill health guide for employers
Read the Ill health guide for employers (PDF: 261KB) before providing members with an AW33E form.
Employer checklist
You should make sure you've completed our Ill health employer checklist (PDF: 203KB) before submission.
Who cannot apply for ill health retirement
If a member has already reached their normal pension age, they cannot apply for ill health retirement. However, if their life expectancy is less than 12 months, they can choose to receive their retirement benefits as a one-off lump sum.
They'll need to complete the Application to commute age retirement benefits on grounds of serious ill-health (AW341A) (PDF: 156KB)
Forms you may need:
Consideration of entitlement to ill health retirement benefits (AW33E) (PDF: 619KB)Guidance notes for the registered medical practitioner completing form AW33E Part C (PDF: 184KB)Application to commute ill-health retirement benefits (AW341) (PDF: 167KB)Supplementary form AW311 (Excel: 57.1KB)