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Submitting the revised retirement benefit details (AW171) form
Please remember that when sending a revised retirement benefit details (AW171) form, this should not be emailed to us unless it is for a bereavement case. For all other cases, the form can be completed electronically then printed from our website,…
Changes to the retirement benefits claim form (AW8)
Please note that the retirement benefits claim form (AW8) has recently been updated and a new version is now available on our website. The new version of this form will soon also be available in print.
Reminder: Third parties signing claimant application forms
We will only accept a third party signature on benefit application forms such as, Part B of form AW33E, the retirement benefits application form AW8 and application to commute ill health retirement benefits form AW341, where the member has…
GP/GDP claiming retirement benefits
NHS Pensions is seeing an increase in the amount of retirement benefit claim forms (AW8) being signed by the incorrect employing authorities.
If the member is a GP in England all GP pensions are administrated by Primary Care Support England (PCSE)…
Important changes to application forms
The following forms have recently been updated to include an additional option within the applicant’s declaration and consent section.
Consideration of entitlement to ill health retirement claim form (AW33E)
Consideration of entitlement for…
Payment of pensions after opting out of the NHS Pension Scheme
When a member opts out of the pension scheme (either exit code 16) and carries on working in a non-pensionable capacity, we need to ensure that the correct payable date is used when the member applies for their pension.
Deferred members must submit…
Submitting a lump sum choice through Pensions Online
When entering a member’s retirement lump sum (part 10 of the paper AW8) in to Pensions Online (POL), you are unable to specify whether the member wishes to receive the maximum lump sum which may incur a tax charge, or whether they wish to receive…
Submitting the retirement benefit claim form (AW8) on Pensions Online - incorrect payable date
When you are completing the retirement benefit claim form (AW8) on Pensions Online (POL), make sure you have entered the correct payable date. There are a number of common errors when submitting form AW8 via POL:
Input as Age retirement but not…
Ill health retirement applications – new forms
NHS Pensions has updated the ill heath retirement forms, making the question on life expectancy mandatory for all applications. If this is not completed, an application form will be returned causing potential delay for the members application.…
Use Pensions Online (POL) to input AW8’s for partial retirement
You should not submit AW8’s via email if you have access to POL.
Top tips:
Remember to provide the contact number of the member so we can keep them updated.
You should record the reason for retirement in the drop-down box as ‘Partial Retirement…