Teachers DTH APP 20/05/2020
Teachers Pension Schemes Scotland
Death benefits application
Completion of this form does not guarantee entitlement to benefits.
Important: Changes to our application process
The SPPA is focused on making our processes as simple as possible for our members, their
representatives and employers. Given the challenges presented by the Covid-19 pandemic, we
are asking applicants to email all application forms and supporting documents to the SPPA
rather than post physical copies.
The following changes to the application process have been made to ensure that applicants can
continue to access pension benefits as quickly as possible:
A PDF form you can fill in electronically
You do not need to print out this document. Just fill it in electronically and return it to us by
email. Please send it to sppacontactus@gov.scot
Signatures
We have amended our signature process to make it easier if you don’t have access to a printer
or scanner. We are now temporarily accepting forms with digital signatures. Please type your
name into the relevant signature box for the form to be accepted.
By doing this, you must provide consent in your email for the SPPA to process your application.
Supporting Documents
Supporting documentation should still be scanned and emailed, where possible. We appreciate
that there will be cases where a scanned document cannot be provided, so we are now
accepting electronic photographs of documents (providing that they are clear and complete
images of the entire document).
If you cannot send us any supporting documents, in some cases we may be able to make a
partial payment of benefits provisionally before the supporting certificates have been received.
We will still require copies of these certificates to be sent and verified before a full award of
benefits can be made. If you do not supply the supporting documents then the provisional
payments will stop and any benefits that have been paid will be recovered.
Where to get further help
If you need help with your application please contact our Customer Engagement team on 01896
893000 for advice, or email SPPAcontactus@gov.scot.
Teachers DTH APP 20/05/2020
Guidance for completing form Teachers DTH app application for death benefits
Section 1: Deceased member’s personal details
Personal details of the deceased member.
Section 2: Applicant’s personal details
Details of the person to whom the death gratuity, deficiency payment or surviving partner’s pension is
payable. This will be paid directly to your bank or building society account. Please ensure your full details
are entered.
A death grant is payable to the member’s spouse, civil partner, death grant nominee, surviving eligible
partner, or nominated dependant relative. If none of the above apply, and the member has not made a
death grant nomination, the death grant is payable to the estate.
Under the Teachers’ Regulations, benefits may be payable to a surviving partner upon the members
death. To be eligible, the member must have accrued service post 1 April 2007. The benefits will be paid
to the surviving partner, provided that at the date of death the member and partner were:
Living together in an exclusive committed long term relationship of at least 2 years
Free to marry or enter a civil partnership
Financially interdependent
To ensure that the SPPA is satisfied that the above criteria is met at the time of the member’s death the
partner will be asked to provide supporting evidence. Examples of supporting evidence may include:
Confirmation that you lived in a shared household
Confirmation of shared household spending
Shared bank accounts or investments
A loan or mortgage in joint names
Wills naming each other as the main beneficiary
A mutual power of attorney
The partner being nominated as the main beneficiary of life insurance
The death of the member leading to substantive extra living costs for the partner
If the SPPA holds details of a nominated dependant relative, such as a parent, brother, sister or step
parent to receive a survivor pension, the relative must be financially dependant on the member at the
date of death. The SPPA will write to the nominee for confirmation of his or her financial circumstances.
If the applicant is the “Legal Personal Representative”, Confirmation of Estate must be exhibited as soon
as possible to enable us to pay the death grant.
Section 3: Declaration
This should be signed in all cases. If the person signing is doing so on behalf of the spouse or civil
partner, please provide a copy of the Power of Attorney. If the amount payable exceeds £5,000, the
SPPA may request Confirmation of Estate.
Teachers DTH APP 20/05/2020
Section 4: Details of dependent children
If there are any dependent children aged 17 years or over (in full time education or training) for whom
you wish to claim a pension, please provide:
The name and address of the educational establishment attended
The expected date of termination of the education or training
The annual rate of any income received by the child.
If there any dependent children aged 17 years or over, who are incapable through infirmity of earning
their own living and for whom you wish to claim pension, please provide a medical certificate confirming:
The nature of the incapacity
The date from which the child became incapacitated and whether the incapacity is temporary
or permanent.
If applicable, please provide details of the legal guardian(s) of the child(ren) in Section 5.
Section 5: Guardian’s details
Please give details of the guardian(s) of the child(ren) and provide proof of guardianship, such as a
Court of Protection Order. If either the short-term or long-term pension is to be paid to the guardian(s),
please provide bank details. This will allow the SPPA to make payment direct to the specified account.
Section 6: Certificates
Copies of the following certificates (where applicable) should be included, please note that benefits may
not be paid until all appropriate certificates have been received:
Death certificate showing marital status (certified copy) this is required in all cases
Marriage certificate if the deceased member was married when they died
Birth certificate of applicant
Civil registration certificate if the deceased member had a registered civil partnership when they
died
Child(ren)’s birth certificates if the deceased member had any children (see Section 6)
Adoption certificate if eligible children were adopted
Power of Attorney (certified) if the person signing the declaration is not legally entitled to receive
family benefits and is signing on behalf of the spouse or civil partner.
Lifetime Allowance (LTA)
All death grants and supplementary death grants are subject to LTA checks to ensure that the amount
due is within the limits set by Her Majesty’s Revenue and Customs (HMRC).
The executor of the estate needs to check whether the total benefits payable are within the Lifetime
Allowance. If the LTA is exceeded, a LTA charge will become payable. It is the executor’s responsibility
to inform HMRC where the total benefits exceed the lifetime allowance and to pay any tax due. Any
enquiries you have regarding this should be directed to HMRC.
At the time the death grant is calculated, the SPPA will provide the percentage of the LTA this payment
represents. Payment of this death lump sum must be made within two years of the date of death. It is
important that we are provided with all the information required as soon as possible.
Teachers DTH APP 20/05/2020
Section 1 deceased member’s personal details
Scheme reference number
Surname
Forename(s)
Title
Dr
Mr
Mrs
Ms
Other
National Insurance
number
Marital status (for
example. single, married,
widowed, divorced, civil
partner, partner)
Date of marriage/civil
registration (if applicable)
(DD/MM/YYYY)
/
/
Date of birth
(DD/MM/YYYY)
/
/
Date of death
(DD/MM/YYYY)
/
/
Section 2 applicant details
Surname
Forename(s)
Title
Dr
Mr
Mrs
Ms
Other
National Insurance number
Date of birth
(DD/MM/YYYY)
/
/
Teachers DTH APP 20/05/2020
Contact address
Post code
Telephone number
Mobile number
Email address
Bank details
Name of account holder
Name of Bank/ Building
Society
Branch
Branch Address
Post code
Bank Sort Code
Account Number
Building Society Roll
Number
Teachers DTH APP 20/05/2020
Please state in which capacity you are completing this application
Spouse
Legal spouse of the deceased and was not divorced from the deceased at date of death
Civil Partner
Legal civil partner of the deceased and civil partnership was not dissolved at date of death
Nominated dependant relative
Legal personal representative
Executor of the Estate
Surviving partner
Nominee
Section 3 declaration
I declare that the statements made by me on this form are true to the best of my
knowledge. I have enclosed the relevant certificates (where applicable)
Signed
Print name
Date
/
/
The SPPA is under a duty to protect the public funds it administers, and to this end
will use the information you have provided on this form for the prevention and
detection of fraud. It will also share this information with other bodies responsible
for auditing or administering public funds for these purposes.
Teachers DTH APP 20/05/2020
Section 4 details of dependent children
Please enclose copies of birth certificates and, if appropriate, adoption certificate(s), for all
dependent children listed below. Space is provided on the form for the details of up to four
children. In instances where there are more than four children please provide details on a
separate sheet.
Children entitled to pension must be wholly or mainly dependent on the deceased member and:
i. be one of the following:
child of the member’s marriage
an adopted child
a child accepted as a part of the member’s family
ii. be one of the following:
under the age of 17
if 17 or over, in full-time education or attendance at a full time training course of not less
than two years for a trade, profession or calling and not in receipt of a disqualifying
income
iii. can also be:
if 17 or over, was at the time of the member’s death and has at all times since, been
incapable because of ill-health or infirmity of mind or body of earning his/her own living.
If the member was not receiving a pension from us before 6 April 2006 any child’s pension due must
cease by their 23
rd
birthday, even if the child remains in education beyond this date.
From age 16, dependent children are entitled to have their dependants pension paid into their own bank
account.
Type of child dependent
A
Are there any dependent children under 17 for whom you wish
to claim pension?
Yes
No
B
Are there any dependent children aged 17 years of over, in full-
time education or training for whom you wish to claim a
pension?
(If yes, please provide written confirmation of the course
attended from the education authority giving; the start date and
the expected termination date of the education)
Yes
No
C
Are there any dependent children aged 17 years or over, who
are incapable through infirmity of earning their own living and for
whom you wish to claim a pension? (If yes, please enclose
medical certificates confirming; the nature of the incapacity, the
date from which the child became incapacitated and whether the
incapacity is temporary or permanent).
Yes
No
Teachers DTH APP 20/05/2020
Child 1 - full name
Type of dependent (A,B,C)
Date of birth (DD/MM/YYYY)
National Insurance number
/
/
Contact address
Post code
Email address
Name of bank or building
society
Bank Sort Code
Account Number
If aged 16 or over benefits can be paid into the child’s bank account. We require the child’s
signature as confirmation they consent to have any benefits paid to the above bank details.
Signature
Child 2 - full name
Type of dependent (A,B,C)
Date of birth (DD/MM/YYYY)
National Insurance number
/
/
Contact address
Post code
Email address
Name of bank or building society
Bank Sort Code
Account Number
If aged 16 or over benefits can be paid into the child’s bank account. We require the child’s
signature as confirmation they consent to have any benefits paid to the above bank details
Signature
Teachers DTH APP 20/05/2020
Child 3 - full name
Type of dependent (A,B,C)
Date of birth (DD/MM/YYYY)
National Insurance number
/
/
Contact address
Post code
Email address
Name of bank or building
society
Bank Sort Code
Account Number
If aged 16 or over benefits can be paid into the child’s bank account. We require the child’s
signature as confirmation they consent to have any benefits paid to the above bank details
Signature
Child 4 - full name
Type of dependent (A,B,C)
Date of birth (DD/MM/YYYY)
National Insurance number
/
/
Contact address
Post code
Email address
Name of bank or building
society
Bank Sort Code
Account Number
If aged 16 or over benefits can be paid into the child’s bank account. We require the child’s
signature as confirmation they consent to have any benefits paid to the above bank details
Signature
Teachers DTH APP 20/05/2020
Section 5 - Guardians details
Full Name
Date of birth (DD/MM/YYYY)
National Insurance number
/
/
Contact address
Post code
Email address
Name of bank or building
society
Bank Sort Code
Account Number
I declare that I am the parent or guardian or am otherwise responsible for any child(ren) at
Section 5 above and that any child(ren)’s pension(s) paid to me shall be used for the
benefit of the said child(ren).
Signature
Date
/
/
Section 6 other documents
Documents included with application (if you are posting, please do not send the original
copy). Please tick:
Certified copy of Death Certificate
Adoption Certificate
Applicant’s Birth Certificate
Divorce Decree
Marriage Certificate
Dissolution Certificate
Civil Registration Certificate
Certified Power of Attorney
Child(ren)’s Birth Certificate (s)
Confirmation of Estate
Chrome Web Store
It looks like you haven't installed the Fill Chrome Extension Add to Chrome