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Forms and Guides
Forms
Follow this link to application forms for subjects including Retirement Benefits, Refunds, Nominating a dependant or changing personal details, as well as any employer specific forms.
Guides
Follow this link to the Updated Members Guides relevant to the different sections of the NHS Scheme.
Factsheets
Follow this link to newly created factsheets which are specific to subjects including Additional Pension, Ill Health Retirement and Partial Retirement.
Presentation Slides - Employer Seminars 2010
Introduction NHS Choice Minimum Pension Age Injury Benefits Practitioners Ill Health
Pensionable Pay Guide SPPA & Employer Role Future Data Interfaces
Application for Retirement Benefits |
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AW2 |
Application for Award of Pension and Lump Sum on Voluntary Early Retirement with Actuarial Reduction |
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AW4 |
Application for Award of Pension and Lump Sum on Premature Retirement |
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AW5 |
Application for Award of Pension and Lump Sum on Age Retirement |
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AW5P |
Application for Award of Pension and Lump Sum on Preserved Age Retirement |
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AW5PV |
Application for Award of Pension and Lump Sum on Preserved Voluntary Early Retirement with Actuarial Reduction |
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AW8 |
Application for Award of Pension and Lump Sum on Ill Health Retirement |
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| AW8P | Application for Early Payment of Preserved Pension Benefits on Ill Health Retirement | File: pdf 159kb |
AW8 MED |
Medical Report Form in support of Application for Ill Health Retirement |
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| AW8 MED (Preserved) | Medical Report Form in support of Application for Ill Health Retirement | File: pdf 100kb |
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NHS Ill Health Guidance |
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INJ 1 |
Application for Award of Injury Benefits |
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AW7/1 (IB) |
Injury Benefits Bank/Building Society |
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NHS Guide to Injury Benefits Scheme |
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Death Benefits / Nomination of a Dependant or Partner |
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AW6 |
Death on Pension - Application for Lump Sum on Death and Widow/ers/Partners Pension |
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AW6/3 |
Re-instatement of Widow/ers Pension |
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AW7 |
Death in Service – Application for Lump Sum on Death and Widow(er)’s/Partners Pension |
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AW9 |
Application for Award of Dependant’s Allowance |
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AW10 |
NEW Notification of payment of survivors initial pension or limited pension |
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AW10/1 |
NEW Claim for re-imbursement |
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SB39 |
Non Legal Partner nomination |
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Death Grant Nomination Form |
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SB1 |
Election to purchase Pre 88 service for benefit of nominated dependants/partners |
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Allocation of Pension |
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AW5/5 |
Notification of intention to allocate part of pension |
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AW5/6 |
Allocation of Pension |
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AW5/8 |
Allocation of Pension (arrangements for medical examination) |
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AW5/10 |
Allocation of Pension (particulars relating to beneficiary) |
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AW5/11 |
Allocation of Pension (declaration by the beneficiary) |
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| (back to top of page) | ||
Additional Pension Benefits |
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NHS: (AP PRE) 1 |
Preliminary Application to Purchase Additional Pension Benefits |
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NHS: (PAP) 1 |
Application for Purchase Additional Pension Benefits |
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Cessation or Cancellation of Additional Pension contract |
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Bulk of Transfer of NHS AVC Funds with Equitable Life |
File: pdf 88kb |
SB2A |
Election to Purchase an unreduced Lump Sum retiring allowance |
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Additional Pension Information and Examples (post 1 April 2008 only) |
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Leaving or Joining the scheme / Refund Application |
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SB34 |
Election Not to Participate |
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Joining the NHSSS Leaflet |
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Leaving the NHSSS Leaflet |
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REF 1 |
Application for Refund of Superannuation contributions |
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Divorce Estimate Application Form |
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NHS CETV Application Form |
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NHS PETV Application Form |
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Pensions on Divorce/Dissolution of Civil Partnership |
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Employer Forms |
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Instructions on completion of Forms |
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Pensionable Pay and General Guide for Completion of SPPA Retirement Application Forms |
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NSR 01 |
Notification of Start of Employment (On Line Version) |
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NSR 01 |
Notification of Start of Employment (Printable Version) |
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NSR 02 |
Notification of Leaving Employment (On Line Version) |
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NSR 02 |
Notification of Leaving Employment (Printable Version) |
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NSR 03 |
Annual Return (On Line Version) |
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NSR 03 |
Annual Return (Printable Version) |
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NSR 04 |
Notification of Group Code/Service Type (On Line Version) |
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NSR 04 |
Notification of Group Code/Service Type (Printable Version) |
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NSR 05 |
Notification of Miscellaneous Changes (On Line Version) |
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NSR 05 |
Notification of Miscellaneous Changes (Printable Version) |
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NSR 06 |
Notification of Arrears of Pay (On Line Version) |
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NSR 06 |
Notification of Arrears of Pay (Printable Version) |
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Summary of Annual Returns |
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Bank Transfer Form – Notification of Payment of NHS Superannuation Scheme Contributions |
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Bank Nurse Final Salary Form |
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GP Locum Forms |
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GP FORM A |
GP Locum’s Monthly Certificate of NHS Employment and Earnings |
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Completion Notes for GP Form A |
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GP FORM B SML 09 |
GP Locum’s Monthly Record of NHS Locum Earnings and Related Pension Contributions |
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| GP FORM B Supplement | Supplement to Form B for Money Purchase AVC's | File: pdf 51.1 kb |
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Completion Notes for GP Locum Form B 2009 |
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Change of Details |
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Change of Details Form – for name, bank and address changes |
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AW7/1 |
Bank/Building Society Details |
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CETV Calculator for pensions disclosure in resource accounts
Guides
Members Guides |
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Members Guide 1995 section |
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Members Guide 2008 section |
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Internal Dispute Resolution Procedure Guide |
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| Pensions on Divorce/Dissolution of Civil Partnership | File: pdf 359kb | |
Factsheets
1995 Section Factsheets |
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Cost and Contributions |
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Additional Pension Savings |
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Ill Health Retirement |
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Leaving Early |
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Premature Retirement |
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2008 Section Factsheets |
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Cost and Contributions |
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Additional Pension Savings |
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Ill Health Retirement |
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Leaving Early |
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Partial Retirement |
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Late Retirement |
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Premature Retirement |
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