Employer forms

Employer Organisation Contact details (PDF: 274KB)Make Contribution Payments (MCP) primary user change (Word: 72KB)

Employers should use Pensions Online (POL) to produce an estimate where possible.

If you don’t have access to POL or you need a manual calculation, you can use these forms:

For under 10 members Request for an estimate of benefits (AW295) (PDF: 203KB)2015 Scheme - Request for an ill health or redundancy estimate of benefits (AW295) (PDF: 261KB)

If there are more than 10 members in a redundancy exercise, fill in and complete the Bulk redundancy estimate request spreadsheet (Excel: 310KB).

Once the Bulk redundancy estimate request spreadsheet is completed, send it to our Estimates Team at pensionsbulkredundancy@nhsbsa.nhs.uk so we can start the process as soon as possible. 

Joiners:

Joining or rejoining the NHS Pension Scheme (SS10) (PDF: 181KB)Joining or rejoining the NHS Pensions Scheme (SS10GP) (PDF: 171KB)Joining or rejoining the NHS Pension Scheme (SS14) (PDF: 183KB)Joiner Excel spreadsheet (Excel: 64KB)Employer guidance for joiner Excel spreadsheet (PDF: 334KB)

Notification to Paymaster of an NHS pensioners re-employment:

Re-employment of a NHS pensioner (PDF: 214KB)

Notification to Paymaster of a change in circumstances for a re-employed NHS Pensioner:

Change of circumstances for a re-employed NHS pensioner (AW140A) (PDF: 118KB)

Membership:

Change of employment details (SD55E) (PDF: 118KB)Change of personal details (SD55G) (PDF: 103KB)Changes to financial information Excel spreadsheet (SD55E) (Excel: 63KB)Employer guidance for changes to financial information Excel spreadsheet (SD55E) (PDF: 139KB)

Leavers:

Leaver Excel spreadsheet (Excel: 85KB)Employer guidance leaver Excel spreadsheet (PDF: 186KB)​​​​​

For all protection of pay and voluntary protection of pay requests

Please read the factsheet before making an enquiry

Use the Request to protect Pensionable Pay (SM R9 EA) form (Word: 255KB)

Request for Mental Health Officer status - Automatic grades (SM333) (Word: 107KB)Request for Mental Health Officer status - Trainee / Qualified Clinical Psychologists (SM215) (Word: 327KB)Request for Mental Health Officer status - non-automatic grades (SM1) (Word: 107KB)Request for retention of Mental Health Officer / Special Class status on promotion to a manager (SMR) (PDF: 239KB)

Membership enquiry questionnaire reply (SM27D) (Word: 89KB)Retrospective membership enquiry response - SM Retro2 (Word: 359KB)

Application to leave the NHS Pension Scheme (SD502) form (PDF: 250KB)Urgent request for pensionable pay (FA11) (Word: 224KB)Application for a refund of pension contributions (RF12) (PDF: 333KB)

We also have a printable version of the RF12 (PDF: 303KB).

Retirement benefits claim form (AW8) (PDF: 708KB)AW8/AW8P/AW8PC Member checklist (PDF: 178KB)AW8 annex (PDF: 178KB)AW8 supplementary form (PDF: 103KB)AW311 supplementary form(Excel: 57.1KB)Fixed Protection - Benefit Accrual Declaration (FPBA1) (Word: 220KB)Consideration of entitlement to ill health retirement benefits (AW33E) (PDF: 619KB) AW33E Employer Checklist (PDF: 204KB)Guidance notes for the registered medical practitioner completing form AW33E Part C (PDF: 184KB)Redundancy supplementary information checklist (PDF: 158KB)Retirement on grounds of interests of efficiency checklist (Word: 300KB)Partial retirement supplementary form (PDF: 190KB)Concurrent pensionable employment (AW343) (PDF: 206KB)Final pay controls supplementary form (FPC1) (PDF: 328KB)

Death in service notification form (PDF: 371KB)

AB54 contract form (PDF: 240KB)