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1
NHS Pensions - Retirement benets claim form (AW8)
To the member:
• Only complete Parts 7 to 15 of this form, your employer will complete Parts 1 to 6. Before completing this
form please read the Retirement Guide and the guidance notes at the back of this form
• Help NHS Pensions to pay your benets on time by returning this form to your employer, at least three
months prior to your retirement date.
Employer please TICK as appropriate:
Processed on POL
Not processed on POL
Please return to:
Part 1 - Member details
To be completed by the employer. Please write clearly in CAPITAL LETTERS using BLACK INK
Please read the guidance notes for completing this form, available on our website, about how to complete
Parts 2 to 6 of this form.
NHS Pension Scheme membership number
National Insurance number
Titl
e (e.g. Mr, Mrs, Miss, Dr)
Surname
Former surname (If applicable)
Other names
SD
/
Date of birth
Last day of Scheme membership or last day of employment if later or 75th birthday
if earlier. Take account of
any periods of leave due and untaken at the date of retirement.
Employed as (capacity) At
(hospital, place of employment, Trust, PCT/LHB or DPD)
EA / GP code number
Reason the member is retiring and from which Section or Scheme?
1995
Section
2008
Section
2015
Scheme
1995
Section
2008
Section
2015
Scheme
Age Interest of Eciency (IOE)
Actuarially reduced VER Redundancy
Ill health* Commuted ill health*
*You will need to have submitted an AW33E form available on our website and the application be successful prior to
completing this form
Signature
Telephone number
/ /
/ /
/ /
Date
AW8 - (V30) 07.2021
2
Part 2 - Pensionable pay details
For all Schemes if there are any disallowed days due to unpaid sick leave, email nhsbsa.polia3@nhs.net
with the subject title 'Award Pending' providing the dates of the unpaid sick leave and the dates of any pay-
ments in lieu of notice or untaken annual leave made after the unpaid sick leave.
If the member is in the 1995/2008 Scheme and has 'pay protection' within the last 12 months complete the
details on form AW8 Annex (which is available on our website) and email it to nhsbsa.polia3@nhs.net with
the subject title 'Award Pending'.
Ignore the rest of Parts 2 and 3 and go to Part 4 if the member is in the 2008 Section, 2015 Scheme or
is a Practitioner.
2.1.
Paying Authority 2.2 Is the member paid weekly?
Yes No
2.3 Whole Time and Part Time contributors:
(A) For member’s claiming benets from the 1995 Section – you must provide all three years total
pensionable pay (TPP). Each period should span 365 days of pensionable employment. If the
member is whole time and the last year is the highest, only complete the top line. The last day of
pensionable membership shown here must be the same as the date listed to close the record.
Domiciliary Visit Fees (DVs) and Clinical Excellence Awards (CEA):
Whole time members: (i) Include DV fees and CEA in the gures shown below.
(ii) Show the amount of DVs and CEA separately at (C) below.
Part time members: (i) Exclude DV fees from the gures shown below.
(ii) Complete the whole of PART 3.
(i) Last year
From
/ /
to
/ /
Disallowed days Amount £
(ii) Middle year
(iii) Earliest year
(B) Amount of deemed pensionable pay in respect of sickness (not SSP), staged
pay awards, bonus/ special duty payments, merit or distinction awards, london
weighting included in (A) above in highest year only:
(C) (i) Amount of DVs included at (A) above:
(ii) Amount of CEA included at (A) above:
2.4 Annual Rate At Cessation:
Complete the annual rate of pay at cessation of employment or at last day of
pensionable membership if earlier.
From
/ /
to
/ /
Disallowed days Amount £
From
/ /
to
/ /
Disallowed days Amount £
£
£
£
£
£
£
£
Part 3 - Additional information for part time members
(including part time specialists)
3.1 For ALL part time members please give the Notional Whole Time pensionable pay for each of the last
three years, or lesser period if applicable. This gure should be the pensionable pay that would have
been paid in a single comparable whole time employment.
Last year
Middle year
Earliest year
3
Please complete for any member with part time Specialist membership since 15/12/1966.
3.2
(A) Show below any Domiciliary Visit Fees earned in the last three years. Include part years if less than three years.
(i) Last year
From
/ /
to
/ /
Amount £
(ii) Middle year
From
/ /
to
/ /
Amount £
(iii) Earliest year
From
/ /
to
/ /
Amount £
(B) Has the Specialist been entitled to the percentage increase in pensionable Yes No
pay set out in the Terms and Conditions of Service for Hospital Medical and
Dental Sta for their part time membership?
For members with:
(i) INCLUDE Distinction Awards. Show class (A+, A, B)
(ii) INCLUDE Clinical Excellance Awards. Show class (1 - 11)
(iii) EXCLUDE any Domiciliary Visit fees.
In all circumstances original certicates or certied copies must be seen. Enter Y (Yes) or N (No)
4.1 Has the member's date of birth at Part 7.2 been veried by sight of the birth certicate? If the birth
certicate is not available, another ocial document such as a passport, can be used for
verication, failure to verify may result in a delay of the claim.
4.2 Have details of marriage given in Part 11.1 been veried by sight of the marriage certicate?
4.3 Have details of a registered civil partnership in Part 11.1 been veried by sight of the civil
partnership certicate?
4.4 Has the spouse or civil partner's date of birth given in Part 11.1 been veried by sight of the
birth certicate or another ocial document?
4.5 Has any date given in Part 11.1 been veried by sight of the relevant document,
ie the death certicate or the decree absolute or a civil partnership dissolution order?
4.6 Have any children's dates of birth given in Part 11.2 been veried by sight of the birth certicates or
passport?
4.7 On Pensions Online cases you must complete the table with details from the Enhanced,
Primary or Fixed Protection certicate. For all cases you must make a copy of the Protection
certicate and send it to NHS Pensions. For cases not submitted via Pensions Online the copy
must be attached to the AW8.
Redundancy Supplementary Checklist complete and forwarded to NHS Pensions Yes No
5.1 Classication (Tick the appropriate box).
(a) Admin and clerical (b) Ambulance Person (c) Ancillary
(d) Medical and Dental (e) Nurse or midwife
(f) Professional and Technical (g) Other
5.2 Reason for retirement (Tick the appropriate box. If two or more reasons apply, tick the highest).
(a) Competitive tendering Premature retirement 1
Redundancy 2
(b) Organisational change Premature retirement 3
(Commissioning a patient led NHS)
Part 4 - Verication of dates and details given by member in Part 7
Part 5 - Compensation retirement cases only (03 exit code only)
£
£
4
Premature retirement (Other) 4
Redundancy (Commissioning a patient led NHS) 5
(c) Other closures Redundancy 6
(d) Other redundancies (include those from Organisational change) 7
(e) Early retirement in the interest of the eciency of the service 8
5.3 Redundancy payments by EA
EA responsible for any compensation charges EA code
Concurrent Pensionable Employments:
Have you received a completed form AW343 from the member?
Yes No
Part 6 - Certication
Please check:
6.1 Ill Health Retirement: Have you received conrmation of acceptance for ill health retirement
from NHS Pensions medical advisers? Do not send/submit this form
until you hold such conrmation.
6.1a Commuted Ill Health: Has form AW341 been received and signed by the member?
Yes No Please obtain and forward separately
6.2 Compensation Retirement (redundancy):
I certify that:
(1) The details given in Parts 1 to 6 are correct and the amounts shown in Part 2 have been reconciled
with the pension contributions submitted to NHS Pensions.
(2) All Scheme contributions have been, or will be, deducted from the member's pensionable pay.
(3) Form SD55T has been completed on Pensions Online. Or you have submitted the Leaver Excel
spreadsheet to NHS Pensions to terminate the record.
(4) If the box at Part 6.2 is ticked, entitlement to NHS redundancy benets is provided for in the member’s
terms and conditions.
Authorised Signatory
Please print full name Date
EA / GP Practice stamp
Now process this form on Pensions Online (POL) or send it to NHS Pensions IMMEDIATEL
Y.
Auditor's Statement. For completion only when required.
I certify that *(subject to my report attached) these pensionable pay details agree with the entries in the
books and records of the Employing Authority. (*delete as necessary).
Signature of Auditor Date
/ /
/ /
5
Parts 7 to 15
The following parts are to be completed by the Scheme member
To the member:
Before you complete Parts 7 to 15 of this form, please read:
• the guidance notes at the back of this form
• the Retirement Guide
Remember to return your completed form to your employer at least three months prior to your retirement
date to ensure that your benets are paid on time.
NOTE:
In Part 13 we ask you to provide again some of the information that you have already written in Part 7. This
is because Part 13 may be detached and sent separately to our Pensioner Administration Team for them to
make arrangements to pay your benets on the due date.
How we use your information
The NHS Business Services Authority – NHS Pensions will use the information provided for administering
your NHS Pension Scheme membership and processing payment of your NHS pension benets. We may
share your information to administer and pay your NHS pension, enable us to prevent and detect fraud and
mistakes, for debt collection purposes, or as required by law. For more information about who we share
your information with and how long we keep your personal data and your rights, please visit our website at
www.nhsbsa.nhs.uk/yourinformation
6
Part 7 - About yourself
7.1 About yourself. Please write in CAPITAL LETTERS using BLACK INK
Title (e.g.Mr, Mrs, Miss, Dr)
Surname
Former surname (If applicable)
Other names
Address
Contact telephone number
Post code
National Insurance number
7.2 Your date of birth:
Please show your birth certicate to your employer. If your birth certicate is not available, show
another ocial document, such as a passport, instead, failure to do so may result in a delay of your
claim.
Email address
/ /
Part 8 - Employment details
8.1 Please conrm your intended retirement date
8.2 Have you any other work in the NHS at the time of retirement from this job? Yes No
8.3 Will you be re-employed in the NHS after retirement from either 8.1 or 8.2? Yes No
If you ticked YES at 8.2 above, please tell us below about the work you are doing:
Where do you work? What is your job?
When will this job end?
If you ticked YES at 8.3 above, please tell us below about the work will be doing:
Where will you be working? What will your job be?
On what date will the job begin?
More information about re-employment is available on our website at: www.nhsbsa.nhs.uk/nhs-pensions.
/ /
/ /
/ /
9.1 Do you wish to allocate part of your pension?
(This means giving up part of your pension now to provide a pension for someone else when you die, in
addition to any survivor benets payable from the scheme)
No
Yes Read the Allocation section of our website at: www.nhsbsa.nhs.uk/nhs-pensions.
Complete form AW8/11A and send it to us with this form
Part 9 - Allocating part of your pension
7
Part 10 - Retirement lump sum - please refer to the guidance notes for further information
2008 Section (Please complete Part 10.3)
10.1 Which Section or Scheme are you claiming your benets from (tick all that apply)
1995 Section (Please complete Part 10.2)
2015 Scheme (Please complete Part 10.4)
Where the capital value of all your pension benets is more than £6,000 but less than £30,000 (between
approximately £300 and £1,500 per year in the 2008 Section and 2015 Scheme and between approximately
£260 and £1,300 in the 1995 Section) you may be able to take all your benets as a one o payment. See our
website for further information.
Before you complete this section please refer to the application guidance notes to ensure you fully
understand your options. It may not be possible for you to change your decision once your benets
are already in payment.
10.2 1995 Section (only complete if you have 1995 Section membership on or after 01 April 2008)
Do you want an additional lump sum by giving up part of your pension? Yes No
If YES do you want:
A. The maximum additional lump sum, which may incur a tax charge, or Yes
B. The maximum tax free amount, or Yes
C. An additional amount less than the maximum amount permitted, of: £
(Enter the amount in whole pounds divisible by 12 only. This is in addition to your normal lump sum entitlement.)
10.3 2008 Section
Do you wish to give up part of your pension to receive a lump sum? Yes No
This is in addition to your mandatory lump sum equivalent to your entitlement under the 1995 Section
for your membership up to 31/03/2008 if you opted to move from the 1995 Section to the 2008 Section.
If YES do you want (select one option):
A. The maximum lump sum, which may incur a tax charge, or Yes
B. The maximum tax free amount, or Yes
C. An amount less than the maximum amount permitted, of: £
(Enter the amount in whole pounds divisible by 12 only.)
10.4 2015 Scheme
Do you wish to give up part of your pension to receive a lump sum? Yes No
If YES do you want (select one option):
A. The maximum lump sum, which may incur a tax charge, or Yes
B. The maximum tax free amount, or Yes
C. An amount less than the maximum amount permitted, of: £
(Enter the amount in whole pounds divisible by 12 only.)
8
Part 11 - About your status
11.1 About your status
We ask you to show various certicates and other papers to your employer. BUT, IF YOU WISH, you can
send information about your marital or civil partnership status and family direct to NHS Pensions instead.
You must send original certicates or certied copies, not photocopies The address is in the Retirement
Guide.
If you use this method please write a covering letter enclosing the certicates etc. Be sure to
show your Scheme membership number clearly in your letter and put a tick in this box:
Single
(not previously married)
Married Please give date
Your employer will need to see your marriage certicate and spouse's
certied birth certicate
Civil partnership Please give date
Your employer will need to see your civil partnership registration
certicate and civil partner's certied birth certicate
Widowed/surviving partner Please give date
Your employer will need to see your spouse's or civil partner's certied
death certicate
Divorced or dissolved civil Please give date
partnership Your employer will need to see your decree absolute or
certied civil partnership dissolution order
Please tell us:
Your spouse or civil partner's date of birth
Your employer will need to see your civil partner's or spouse's certied
birth certicate
Your spouse or civil partner's rst names
Your spouse or civil partner's surname
Your spouse or civil partner's National Insurance number
11.2 Dependant children
: Please read 'A survivor's guide to the NHS Pension Scheme'
If you die and leave any dependent children, a children's pension may be payable from the Scheme.
Have you any dependent children? Yes Give details below No
Your employer will need to see their birth certicates or passports.
Surname and other names Gender Date of birth
/ /
/ /
/ /
/ /
/ /
/ /
/ /
/ /
/ /
/ /
9
Part 12 - HM Revenue and Customs (HMRC) information
To comply with HMRC legislation please answer the following questions. It is important that you complete
these questions fully and correctly and supply any information asked for. Failure to do so will delay the
payment of pension and lump sum and may cause all your benets to have the Lifetime Allowance Charge
(LTAC) applied to them.
12.1
Have you any pension arrangements, this includes money purchase AVC’s, that are separate from
your main NHS pension benets, either in payment or not?
Yes please continue No go to question 12.6
12.2 Will your annual pension from all your pension arrangements, including the NHS Pension Scheme, be
more than £35,000 per year? Or have you accessed your benets with another pension scheme using
pension exibilities?
Yes please continue Don't know please continue No go to question 12.6
12.3 Excluding your main NHS pension benets were any of your separate pension benets in payment
on or after 6 April 2006? This includes any benets from another pension provider accessed using
pension exibilities.
Yes please continue No go to question 12.4
(i) Please give us the total combined percentage of Lifetime Allowance (LTA) (to two decimal places
i.e.43.21%) used by all your separate pension benets in payment on or after 6 April 2006.
(ii) Date of rst Benet Crystallisation (The date accrued benets are put into payment from another
pension provider after 5 April 2006)
12.4 Excluding your main NHS pension benets were any of your separate pension benets in payment
before 6 April 2006?
Yes please continue No go to question 12.5
(i) Gross annual rate (before deduction of income tax) of pension(s) in payment, from your separate pension
arrangements (not your main NHS pension) at the earlier of either today’s date or a date at 12.3(ii).
/ /
£
.
.
%
12.5 If you are in receipt of any other benets and you are unable to provide us with the answers to
questions 12.3 and 12.4 we will only be able to process your application if we treat your NHS Pension
Scheme benets as entirely in excess of the LTA. This will mean the Scheme pays 55% of your lump
sum and 25% of your pension directly to HMRC, unless you instruct NHS Pensions to defer payment
of your benets until you have gathered the necessary information.
If you would like us to do this, please tick this box.
Alternatively please wait until you know what percentage of the LTA has been used before returning
this form. You may need to contact the Scheme Administrator of your other pension arrangements for
this.
12.6. Do you have any valid HMRC LTA protection (e.g. Enhanced, Primary, Fixed (2012, 2014 or 2016),
or Individual (2014 or 2016))? If so you must give the paper certicate(s) or a copy of HMRC's
notication conrming 2016 protection reference number, or your benets may be delayed. Your
pensions oce will send a copy to HMRC.
Yes please give details below
Certicate number /reference number
No
10
Part 13 - Payment details
13.1 About yourself. Please write in CAPITAL LETTERS using BLACK INK
Title (e.g.Mr, Mrs, Miss, Dr)
Surname
Former surname (If applicable)
Other names
National Insurance number
Date of birth
Address
Post code
Contact telephone number
Email address
13.2 Bank/Building Society account details:
We cannot process the case without this information and all details must be provided in order to avoid delays
Name(s) of account holder (This must be either your name
as stated on your account, or the names stated on the joint
account you hold with someone else)
Full name and address of your bank or building
society in the UK, Channel Isles, Isle of Man or Irish
Republic only
Branch sort code
Account number to be credited
and/or Building Society Roll No.
Type of account
Current account - enter 0 Deposit account - enter 1
If your bank is outside the UK, please indicate which
country your pension will be paid to:
You will need to complete the mandate for the payment to be made to an overseas bank and attach it to this
form (see guidance notes).
Post code
- -
/ /
11
Part 14 - Voluntary deductions
Please read the Retirement Guide and the list of code numbers.
If you want deductions to certain organisations to be made from your pension please give details below.
Code No. Organisation
Deductions
Health Scheme
Membership or Policy No.
Monthly Weekly
I wish the above deductions to be made from my pension. I understand that if the organisations vary the
amounts I have to pay, then the deductions from my pension will vary as well.
I understand that NHS Pensions will be required to disclose the information I have supplied to British
Healthcare Association (BHCA) (Services) Ltd.
I understand that if I do not provide my policy number NHS Pensions will have to disclose my date
of birth and address to British Healthcare Association (BHCA) (Services) Ltd. It may also be
necessary for NHS Pensions to notify British Healthcare Association (BHCA) (Services) Ltd of any
future change of address.
This personal information will be used by British Healthcare Association (BHCA) (Services) Ltd to ensure
that the money deducted from your pension is paid to the correct organisation to keep your cover up to date.
It will not be used for any other purpose.
Signature
Date
/ /
12
Part 15 - Declaration
Please sign and date this in the presence of a witness. The notes below explain who can witness.
I DECLARE that:
• I have read the Retirement Guide for members of the NHS Pension Scheme and the application guidance notes
attached to this form.
• The information I have given is correct and complete to the best of my knowledge and belief. If I become aware
of any change in the information given on this form, or any further new information relevant to the form, I agree to
notify NHS Pensions at the earliest possible opportunity.
• I will notify NHS Pensions if I recycle my NHS Pension Commencement Lump Sum.
• I understand that I will have to repay any overpayment of pension if necessary.
• If I have Enhanced, Primary or Fixed protection 2012 or 2014, or Individual Protection 2014 certicate from HMRC
I have enclosed a copy of the certicate.
• If I have Fixed or Individual Protection 2016, I have enclosed a copy of HMRC's notication conrming the
reference and/or certicate number.
• If I have Fixed Protection 2012, 2014 or 2016 I declare I have checked for Benet Accrual (Note 2 on the
Certicate for Fixed Protection refers) and have not had Benet Accrual up to and including the date of my
retirement.
• I understand that, if I have retired from the 1995 Section on normal age grounds, or voluntary early retirement with
actuarial reduction, my pension may be suspended if I return to NHS employment (including a Direction Body/
Independent Provider) within one calendar month. Work in the NHS totalling 16 hours or less a week is ignored
for this purpose.
• I am entitled to and apply for my retirement benets from the NHS Pension Scheme.
• I understand that if I claim my benets from the 1995 Section I will not be able to rejoin or continue in the Scheme.
Applicant's usual signature Date
/ /
Please ask your witness to sign and complete the section below.
Witness: The spouse or civil partner of an applicant may not witness.
Persons who may witness - A person registered in the U.K. as a parliamentary elector may witness in
any part of the world.
Outside of the United Kingdom, the Declaration may also be witnessed by one of the following persons.
They should state their qualication in the witness space below:
A listed or retired ocer of Her Majesty's armed forces.
A permanent or retired civil servant of any country in the British Commonwealth or in the Irish Republic.
A member of Her Majesty's diplomatic service.
An authorised bank ocial.
A physician or surgeon registered in the territory where the Declaration is made.
A minister of religion.
A master of a merchant ship who is a British subject.
A Commonwealth or Irish Republic university graduate.
A magistrate.
A barrister, solicitor or advocate authorised to practise in the territory where the Declaration is made.
A Notary Public or other person competent by the law of the territory where the Declaration is
made to administer oaths.
In the Channel Isles: A Channel Isle elector.
In the Isle of Man: An Isle of Man elector.
I CERTIFY that the above Declaration was signed IN MY PRESENCE by the applicant, whom I
believe to be the person named.
If you are registered in the United Kingdom as a parliamentary elector, please tick this box:
If you are witnessing outside the United Kingdom
and you are not a U.K. parliamentary elector, please
write your qualication, from the list above, in this box.
/ /
Witness signature
Please print your full name
Date
Address
Post code
13
General
Before you complete the claim form you may need to read or download further information from the website
at: www.nhsbsa.nhs.uk/nhs-pensions.
Part 7 About yourself
7.1 & 7.2
Please enter details about yourself including your contact telephone number and email address, if you have
one. You must show your original birth certicate or an original certied copy of it to your employer. If you do
not have an original birth certicate you may show them your original passport.
Part 8 Employment details
If you are claiming benets from the 1995 Section you normally have to have stopped working in the NHS
for at least 24 hours before you can become entitled to receive them. Your pension, under the 1995 Section,
may be suspended if you return to NHS employment (including a Direction Body/Independent Provider)
within one calendar month. Work in the NHS totalling 16 hours or less a week is ignored for this purpose.
Exceptions are where you have deferred pension under the 1995 Section and current membership under
the 2008 Section or 2015 Scheme or, you are drawing down some of your 2008/2015 benets. In these
cases it is not necessary to have stopped working in the NHS for at least 24 hours before becoming entitled
to receive your deferred 1995 Section benets.
In the 2008 Section and 2015 Scheme you must have a 24 hour break from all NHS employment before
pension benets can be claimed, regardless of the amount of hours worked.
8.1
In this part of the form we ask for details of your previous/current NHS employer. We also ask for future
employer details if you intend to work (or continue to work) in the NHS after you get your pension in case it
is subject to suspension or abatement.
8.2 and 8.3
The term ‘NHS employer’ means an employer who has access to the NHS Pensions Scheme, which may
include organisations delivering services to the NHS. Please check with your new employer rst. If you tick
yes to both 8.2 and 8.3 please complete both sections providing the relevant details about your job.
Part 9 - Allocating part of your pension
9.1 Allocating part of your pension
Allocation is giving up a part of your pension to provide a pension for somebody else when you die, for
example a member of your family or a close friend (your beneciary). This means your pension will be
reduced at your retirement. If you die before your beneciary they will then get that part of your pension you
have allocated to them for life. You can allocate to anyone you choose as long as they are at least partially
dependent on you. If you allocate to your spouse, civil partner or nominated qualifying partner they will get
the allocated pension as well as their survivor’s pension from the Scheme. Please note that the pension you
give up does not count against the standard Lifetime Allowance.
When can you allocate? An application to allocate must be made with this form by completing form AW8/11A
which is available on our website at: www.nhsbsa.nhs.uk/nhs-pensions. The form must be attached to this
application form and once your benets have been put into payment an application to allocate cannot be
accepted. Please note you cannot cancel the allocation and keep the pension at a later date, even if the
beneciary dies before you.
NHS Pensions Retirement benets claim form (AW8)
- Guidance notes for applicants
AW8 Guidance Notes (V30) 07.2021
14
Part 10 Type of pension and retirement lump sum
10.1
In this part of the form we ask you to indicate the Section(s) or Scheme you are claiming from by ticking the
appropriate box(s). Tick all boxes that apply and follow the instruction to complete the relevant remaining
questions in this part. If you are unsure which Section of the Scheme you are claiming your benets from
please refer to the Member ID tool available on the website at: www.nhsbsa.nhs.uk/nhs-pensions or ask
your employer.
10.2 1995 Section
If your Scheme membership extends beyond 31 March 2008, you have the option to increase your lump
sum by converting some of your pension. The maximum additional lump sum allowed under HM Revenue
and Customs rules is approximately two and a quarter times your annual pension (before conversion to
additional lump sum). You can claim any amount of additional lump sum up to a total of this maximum.
Pension is converted to lump sum at the rate of £12 additional lump sum for every £1 of pension given up.
You can nd a calculator tool to help you model the amount of additional lump sum you can claim on the
website at: www.nhsbsa.nhs.uk/nhs-pensions. Claiming a bigger lump sum does not aect the level of adult
dependant's pension or children's pension payable.
Claiming a bigger lump sum at retirement may aect entitlement to any lump sum on death that may be
payable when you die, even if you die within a short time of your retirement date.
You must indicate whether or not you want an additional lump sum by ticking the appropriate box. If you
want an additional lump sum then select either:
• A. the maximum lump sum, which may incur a tax charge; or
• B. the maximum tax free amount; or
• C. enter an additional lump sum in whole £s in multiples of £12, which together with your standard lump
sum is less than the permitted maximum lump sum.
10.3 2008 Section
Unless you opted to move your membership from the 1995 Section to the 2008 Section under the
“Choice” exercises, there is no basic lump sum entitlement. However, you do have the option of receiving
a retirement lump sum by giving up part of your pension. The maximum lump sum allowed under HM
Revenue and Customs rules is approximately four and a quarter times your annual pension (before
conversion to any lump sum). You have to give up some of your pension to pay for the mandatory lump sum
if you transferred membership under “Choice” and for any other lump sum. You will receive £12 of lump sum
for every £1 of pension given up. You can nd a calculator tool to help you model the amount of lump sum
(or additional lump sum) you can claim on the website at: www.nhsbsa.nhs.uk/nhs-pensions. Claiming a
lump sum (or bigger lump sum) does not aect the level of adult dependent’s pension or children’
s pension
payable.
Claiming a lump sum at retirement may aect entitlement to any lump sum on death that may be payable
when you die, even if you die within a short time of your retirement date.
You must indicate whether or not you want a lump sum (other than the mandatory lump sum, if applicable)
by ticking the appropriate box. If you want a lump sum (or additional lump sum) then select either:
• A. the maximum lump sum, which may incur a tax charge; or
• B. the maximum tax free amount; or
• C. enter a lump sum in whole £s in multiples of £12, which together with any ‘mandatory lump sum’ (if
applicable), is less than the permitted maximum lump sum.
10.4 2015 Scheme
There is no basic lump sum entitlement but you do have the option of receiving a retirement lump sum by
giving up part of your pension. The maximum lump sum allowed under HM Revenue and Customs rules
is approximately four and a quarter times your annual pension (before conversion to lump sum). You will
receive £12 of lump sum for every £1 of pension given up. You can nd a calculator tool to help you model
the amount of lump sum you can claim on the website at: www.nhsbsa.nhs.uk/nhs-pensions. Claiming a
lump sum does not aect the level of adult dependent’s pension or children’s pension payable.
15
Claiming a lump sum at retirement may aect entitlement to any lump sum on death that may be payable
when you die, even if you die within a short time of your retirement date.
You must indicate whether or not you want a lump sum by ticking the appropriate box. If you want a lump
sum then select either:
• A. the maximum lump sum, which may incur a tax charge; or
• B. the maximum tax free amount; or
• C. enter a lump sum in whole £s in multiples of £12 which, is less than the permitted maximum lump
sum.
Part 11 About your status
11.1
It is important that you tell us your current status and supply details of your spouse or civil partner, if you
have one. This information is used in the event of your death and informs us if there are any survivor’s
benets payable if you die before your spouse or civil partner. Having these details will speed up the
payment of any survivor’s benets due and will also put less strain on your dependents at that time.
We ask you to show various certicates and other papers to your employer. BUT, IF YOU WISH, you can
send information about your marital or civil partnership status and family direct to NHS Pensions instead.
The address is in the Retirement Guide. If you use this method please write a covering letter enclosing the
certicates etc. Be sure to show your Scheme membership number clearly in your letter. You must enclose
original or certied copies of any certicate or document asked for. Photocopies are not acceptable. If you
have previously nominated a partner by sending us a completed form PN1, please refer to the notes on that
form. It is not necessary to repeat details of a nominated partner here.
11.2
A children's pension may be payable on your death. The terms 'children's pension' and ‘child’ can cover a
number of other possible dependants as well as your own children – see below for more information.
Where your Scheme membership extends beyond 31 March 2008 a pension may be paid if the child is
dependent on you, both at retirement and on your death, and they are:
• under age 23, or
• aged 23 or over and incapable of earning a living due to permanent physical or mental inrmity which
he/she was suering at the time of your death.
Where your Scheme membership ended before 1 April 2008 a pension may be paid if the child is
dependent on you, both at retirement and on your death, and they are:
• under age 17, or
• aged 17 or over but still in full time education or training and have been so continuously since the age of
17 until they reach a maximum age of 23, or
• aged 23 or over and incapable of earning a living due to permanent physical or mental inrmity which
he/she was suering at the time of your death.
“Child” can include:
• biological children;
• children of your civil partner or nominated qualifying partner;
• step children and adopted children;
• a brother, sister, nephew or niece of you, your spouse, civil partner or nominated qualifying partner;
• a grandchild;
• a half brother, half sister, step brother or step sister of you, your spouse, civil partner or nominated
qualifying partner;
• children born before and within 12 months of the date you left the Scheme with deferred benets.
Enter the details of any qualifying children in the boxes.
Part 12 HM Revenue and Customs (HMRC) Information
To comply with HMRC legislation it is important that you complete these questions correctly. Failure to do so
may delay the payment of your pension and lump sum.
16
12.1
You must answer this question. If you do not have any other pension arrangements outside the NHS Pension
Scheme, tick ‘No’ and go straight to question 12.6. ‘Any other pension arrangement’ does not include any State
Pension benets you are being paid or any pensions that you are being paid as a survivor or dependant.
12.2
If you have answered ’Yes’ to question 12.1 you must also complete this question by ticking the appropriate
box. If you answer ‘Yes’ or ‘Don’t know’, you need to read the Tax information section of the website. If you tick
‘No’ go straight to question 12.6.
12.3
If you answer ‘Yes’ please complete both questions 12.3(i) and 12.3(ii). If you do not know the percentage of
the Lifetime Allowance (LTA) used, or the date your benets crystallised, your other pension provider(s) will be
able to conrm these details for you. The date of the Benet Crystallisation Event (BCE) cannot be before 6
April 2006. This date is important as it could aect the calculation of the LTA you have used. If you answer ‘No’
please continue to question 12.4.
12.4
If you answer ‘Yes’, please complete question 12.4(i) conrming the total annual pension in payment at the
earlier of either the date of the rst BCE (see 9.3(i)), or the date you are completing this form. If you answer
‘No’ please go to question 12.5.
12.5
Please tick this box if you cannot provide the percentage gure and BCE date, or the amount of pension in
payment for a pension that started before 6 April 2006 and you wish your benets to be paid before you can
conrm this information. Your application will be processed by treating your NHS Scheme benets as entirely
in excess of the standard LTA and applying the LTA Charge of 55% to your lump sum and 25% of the capital
value of your pension (this is the pension payable multiplied by 20). When the details are known please let
this oce know in writing and the charges will be checked and amended as appropriate. Any over deducted
charges will be returned. Please continue to question 12.6.
12.6
If you answer ‘Yes’ you must enclose a copy of your certicate with this application form and conrm the
certicate reference number in the box provided. If you have more than one certicate then please add the
reference number(s) to the form and enclose a copy of each protection certicate.
Part 13 Payment details
Please enter the details of the Bank or Building Society where you would like your benets to be paid. Your
benets will only be paid into a bank or building society account, as this is the safest method of payment.
Complete this section fully to ensure NHS Pensions can arrange payment of your benets.
If your bank account is outside the UK, payments can be made direct, providing it is one of the countries listed
in the Retirement Guide and it is capable of receiving secure electronic payments of funds. You will need to
complete the mandate for the payment to be made to an overseas bank and attached it to this claim form. This
is available from the website at: www.nhsbsa.nhs.uk/nhs-pensions.
Part 14 Voluntary Deductions
Please read the Retirement Guide and the list of code numbers
Part 15 Declaration
You must read the declaration before you sign and date the application form in front of a witness and ask them
to certify this by completing their details and also signing the form.
You must read the Retirement Guide and any associated factsheets if you are unclear on any of the points in
this section.
Information on the recycling of pension commencement lump sum is available on our website.
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