Employers should use Pensions Online (POL) to produce an estimate where possible. If you do not have access to POL or a manual calculation is required, you can use one of the forms below to submit a request to NHS Pensions.
Non POL / ESR forms
Re-employment of a NHS pensioner (AW140) (PDF: 96KB) - Notification to Paymaster of an NHS pensioners re-employment
Change of circumstances for a re-employed NHS pensioner (AW140A) (PDF: 102KB) - Notification to Paymaster of a change in circumstances for a re-employed NHS Pensioner.
Protection of Pay
Use the request to protect Pensionable Pay (SM R9 EA) (Word: 47.6KB) form to request individual protection of pay for a member.
If you have a number of staff who have all suffered a reduction in pay through no fault of their own, you should complete and password protect the universal spreadsheet (Excel: 144KB), before emailing NHS Pensions. Use the universal bulk reply letter template (Word: 40.5KB) to notify members.
Mental Health Officer and Special Class Status
Options on leaving
Family benefits and life assurance
Claim for adult dependant's pension on death of an active member (AW9) (PDF: 398KB). An application for survivor benefits following the death of a member. The spouse, civil partner or nominated qualifying partner should complete this before handing back to the employer.
Claim for a lump sum on death of an active member (AW11) (PDF: 257KB). An application for benefits following the death of a member. The legal personal representative of the deceased member should complete this before handing back to the employer.
Payment of an initial or limited pension to a survivor (AW135) (PDF: 167KB). For notification of the initial adult dependant's pension payment.
Claim for repayment of initial widows / widowers pension (FIN9GP) (Excel: 34KB). For a GP employer to claim back the Initial or limited Adult Dependant's Pension they have paid from the Scheme.
Claim for repayment of initial widows / widowers pension (FIN9EA) (Excel: 74.5KB). For an Employment Authority to claim back the Initial or Limited Adult Dependant's Pension they have paid from the Scheme.
Application form for children's pension: