The NHS Pensions Finance team is now using a paperless system for processing claims for re-imbursement of initial widow/widowers pensions (IWP). Therefore, we now require the form to be sent in a PDF format for audit purposes with a view to eliminating fraud.
We have redesigned the FIN9 claim forms to meet the recent process changes and the revised FIN9EA and FIN9GP forms are now available on our website.
You can find the forms in the Employer Forms section of the Employer Hub in the Family Benefits & Life Assurance section.
Please forward all claims for re-imbursement of initial widows/widowers pension by email, including the new FIN9 form saved in PDF format and any additional supporting information, to nhsbsa.eafinance@nhs.net.
Please do not email the FIN9 form with any bereavement forms, you should keep these separate. Forwarding your requests via postal services will incur a delay in making your repayment.
Please delete or destroy all previous versions of the form you hold.
The benefit to employers of this change is that it will reduce the time for the NHS Pensions Finance team to receive and process your claim and improve our service to both employers and members.