Forms you need to manage a member’s pension record.
Estimates
Employers should use Pensions Online (POL) to produce an estimate where possible.
If you don’t have access to POL or you need a manual calculation, you can use these forms:
Request for an estimate of benefits (AW295) (Word: 356KB)2015 Scheme - Request for an ill health or redundancy estimate of benefits (AW295) (PDF: 261KB)
For those without access to Pensions Online/Electronic Staff Record
Joiners:Joining or rejoining the NHS Pension Scheme (SS10) (PDF: 181KB)Joining or rejoining the NHS Pensions Scheme (SS10GP) (PDF: 171KB)Joining or rejoining the NHS Pension Scheme (SS14) (PDF: 183KB)Application to contribute to the NHS Pension Scheme under a Section 7(2) Direction (SD65) (PDF: 268KB)Joiner excel spreadsheet (Excel: 17.1KB)
Notification to Paymaster of an NHS pensioners re-employment:Re-employment of a NHS pensioner (AW140) (PDF: 76KB)
Notification to Paymaster of a change in circumstances for a re-employed NHS Pensioner:Change of circumstances for a re-employed NHS pensioner (AW140A) (PDF: 118KB)
Membership:
Change of employment details (SD55E) (PDF: 118KB)Change of personal details (SD55G) (PDF: 103KB)
Leavers:Leaver spreadsheet (Excel: 23KB)
Protection of Pay
For individual members:
Use the request to protect Pensionable Pay (SM R9 EA) form (Word: 47.6KB) to request individual protection of pay for a member.
For several members:
If you have a number of staff who have suffered a reduction in pay through no fault of their own, you should complete the universal spreadsheet (Excel: 144KB).
Make sure you password protect the spreadsheet before emailing it to NHS Pensions.
Use the universal bulk reply letter template (Word: 40.5KB) to notify members.
Mental Health Officer and Special Class Status
Request for Mental Health Officer status - Automatic grades (SM333) (Word: 107KB)Request for Mental Health Officer status - Trainee / Qualified Clinical Psychologists (SM215) (Word: 107KB)Request for Mental Health Officer status (SM1) (Word: 107KB)Request for retention of Mental Health Officer / Special Class status on promotion to a manager (SMR) (Word: 108KB)
Membership enquiries
Options on leaving
Retirement
Retirement benefits claim form (AW8) (PDF: 448KB)AW8 annex (PDF: 589KB)AW8 supplementary form (PDF: 103KB)Supplementary form – Step Back pensionable pay (Word: 249KB)Fixed Protection - Benefit Accrual Declaration (FPBA1) (Word: 220KB)Consideration of entitlement to ill health retirement benefits (AW33E) (PDF: 597KB)Consideration of entitlement to ill health retirement benefits AW33E Part C (PDF: 177KB)Redundancy supplementary information checklist (Word: 129KB)Retirement on grounds of interests of efficiency checklist (Word: 300KB)Concurrent pensionable employment (AW343) (PDF: 138KB)Revised retirement benefit details (AW171) (PDF: 299KB)
Family benefits and life assurance
Claim for adult dependant's pensions, children's pensions and allocated pensions (G60) (PDF: 221KB)
Claim for adult dependant's pension on death of an active member (AW9) (PDF: 396KB)
Claim for a lump sum on death of an active member (AW11) (PDF: 257KB)
Payment of an initial or limited pension to a survivor (AW135) (PDF: 167KB)
Claim for repayment of initial widows / widowers pension (FIN9GP) (Excel: 34KB)
Claim for repayment of initial widows / widowers pension (FIN9EA) (Excel: 74.5KB)
Application form for children's pension:
Increasing benefits
AB54 contract form (PDF: 240KB)
If you don’t have access to the calculator, you can complete the Election to purchase Additional Pension (AP1) form (Word: 277KB).