Forms you need to manage a member’s pension record.
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:
For those without access to Pensions Online/Electronic Staff Record
Notification to Paymaster of an NHS pensioners re-employment:
Notification to Paymaster of a change in circumstances for a re-employed NHS Pensioner:
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)
Options on leaving
Family benefits and life assurance
Application form for children's pension: