Please note these forms are for employer use only
You can use the forms on this page to manage a member’s pension record.
Due to your personal browser settings you may not be able to edit and save changes to the forms without first downloading them to your device.
To do this, select the relevant link, right-click on the form and save it to your device.
Contact details
Complete this form to update your organisation's contact information: Employer Organisation Contact details (PDF: 274KB)Manage who can access the Make Contributions Payments (MCP) service: Make Contribution Payments (MCP) primary user change (Word: 72KB)
Estimates
Use Pensions Online (POL) to produce an estimate when possible.
If you do not have access to POL, or you need a manual calculation, use the following forms:
For fewer than 10 members
Request for an estimate of benefits (AW295) (PDF: 203KB)2015 Scheme - Request for an ill health or redundancy estimate of benefits (AW295) (PDF: 261KB)
For more than 10 members
If there are more than 10 members in a redundancy exercise, complete the Bulk redundancy estimate request spreadsheet (Excel: 308KB).
Send it to our Estimates Team at [email protected] so we can start the process as soon as possible.
For those without access to Pensions Online or Electronic Staff Record
Joiners
Add joiners to the Scheme:
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)Joiner Excel spreadsheet (Excel: 64KB)Employer guidance for joiner Excel spreadsheet (PDF: 334KB)
Re-employed NHS pensioners
Complete these forms to tell Paymaster when a retired NHS pensioner returns to work or their circumstances change:
Re-employment of an NHS pensioner (PDF: 214KB)Change of circumstances for a re-employed NHS pensioner (AW140A) (PDF: 118KB)
Membership
Use these forms to update employment, personal or financial details:
Change of employment details (SD55E) (PDF: 118KB)Change of personal details (SD55G) (PDF: 103KB)Changes to financial information Excel spreadsheet (SD55E) (Excel: 63KB)Employer guidance for changes to financial information Excel spreadsheet (SD55E) (PDF: 139KB)
Leavers
Use these forms when a member leaves the Scheme:
Leaver Excel spreadsheet (Excel: 85KB)Employer guidance leaver Excel spreadsheet (PDF: 186KB)
Protection of pay
Use this section for Protection of pay and voluntary protection of pay requests.
Before making an enquiry, read the Protection of pay and voluntary protection of pay - guide for employers (Word: 117KB)
To apply, complete the Request to protect Pensionable Pay (SM R9 EA) form (Word: 252KB)
Mental Health Officer and Special Class Status
Forms to request Mental Health Officer or Special Class status: Request for Mental Health Officer status - Automatic grades (SM333) (Word: 100KB)Request for Mental Health Officer status - Trainee / Qualified Clinical Psychologists (SM215) (Word: 329KB)Request for Mental Health Officer status - non-automatic grades (SM1) (Word: 100KB)Request for retention of Mental Health Officer / Special Class status on promotion to a manager (SMR) (PDF: 239KB)
Membership enquiries
The following forms are for checking membership details for staff: Membership enquiry questionnaire reply (SM27D) (Word: 89KB)Retrospective membership enquiry response - SM Retro2 (Word: 376KB)
Options on leaving
Use these forms for members who are leaving the NHS Pension Scheme: Application to leave the NHS Pension Scheme (SD502) form (PDF: 250KB)Urgent request for pensionable pay (FA11) (Word: 220KB)Application for a refund of pension contributions (RF12) (PDF: 333KB)
We also have a printable version of the RF12 (PDF: 303KB).
Retirement
Forms to apply for retirement benefits, and supporting information: Retirement benefits claim form (AW8) (PDF: 708KB)AW8/AW8P/AW8PC Member checklist (PDF: 178KB)AW8 annex (PDF: 178KB)AW8 supplementary form (PDF: 103KB)AW311 supplementary form(Excel: 57.1KB)Fixed Protection - Benefit Accrual Declaration (FPBA1) (Word: 220KB)Consideration of entitlement to ill health retirement benefits (AW33E) (PDF: 619KB) AW33E Employer Checklist (PDF: 204KB)Guidance notes for the registered medical practitioner completing form AW33E Part C (PDF: 184KB)Redundancy supplementary information checklist (PDF: 158KB)Retirement on grounds of interests of efficiency checklist (Word: 300KB)Partial retirement supplementary form (PDF: 190KB)Concurrent pensionable employment (AW343) (PDF: 206KB)Final pay controls supplementary form (FPC1) (PDF: 328KB)
Family benefits and life assurance
Use this form to tell us about a member's death in service: Death in service notification form (PDF: 371KB)
Increasing benefits
Complete this form to apply for additional pension benefits: AB54 contract form (PDF: 240KB)