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Bereavement

If a pensioner member dies while receiving their NHS Pension

Tell us that a pensioner member has died as soon as you can. This will avoid an overpayment happening. The quickest way to let us know is to call our Customer Contact Centre.

We’ll then:

  • send a form to the pensioner member’s spouse or partner for the adult dependant’s pension to be claimed
  • check if a lump sum on death payment is due to be paid
  • contact the pensioner member’s spouse or partner for further information if a lump sum on death benefit is due
  • pay the lump sum on death and notify the pensioner member’s spouse or partner how much of their Lifetime Allowance they have used
  • write to the pensioner member’s spouse or partner to request any documentation relating to probate
  • check the pensioner member’s record to see if there were any children dependent upon the them at retirement, and issue a children’s pension application form where necessary

Any lump sum must be paid within 2 years of the date that the Scheme was first notified of the pensioner member’s death.

After 2 years the lump sum will be subject to an HMRC tax charge of up to 45%. We have no discretion over this.

If the pensioner member married, formed a civil partnership, or nominated a partner after their retirement, NHS Pensions will issue a claim form.

If the adult dependant’s pension is less than £260 a year, we’ll calculate if the pension can be commuted to a one off single payment lump sum.

Read the Survivor's Guide (PDF: 44KB) for information about the lump sum on death and pension payable after a pensioner member dies. This includes information about adult dependant’s pension and children’s pension.

Forms you may need

NHS Pensions claim form G60NHS Pensions claim for children's pension (AW158) pre 01.04.08NHS Pensions claim for children's pension (AW158) post 01.04.08