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Employer forms

Estimates

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. 

Request for an estimate of benefits (AW295) (Word: 356KB)

2015 Scheme - Request for an ill health or redundancy estimate of benefits (AW295) (PDF: 261KB)

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.

Family benefits and life assurance

Claim for adult dependant's pensions, children's pensions and allocated pensions (G60) (PDF: 187KB)

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: 

Increasing benefits