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2021 4.8 Satisfied (146 Votes)
2020 4.8 Satisfied (201 Votes)
2015 3.8 Satisfied (36 Votes)
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Applying for your pension benefits retirement application form AW8. If you are an active member of the NHS Pension Scheme or have opted out but remain in NHS employment you must inform your employer of your intention to retire around 4 months before your retirement date.
Before you complete the claim form you may need to read or download further information from the website at: .nhsbsa.nhs.uk/nhs-pensions. Please return this form together with the certificates required to: PO Box 683, Unit 5, Newcastle Upon Tyne, NE5 9EE.
Completing form AW8 for members who left NHS employment or opted out of the Pension Scheme within 12 months of retirement. Early Payment of Deferred Benefits or Early Payment of Deferred Benefits due to Ill Health, must complete form AW8.
PBGC reports the amount of your pension income to the Internal Revenue Service on Form 1099-R.
Whether its worth paying extra into your NHS pension or not is ultimately up to you. Your choice will likely depend on your financial circumstances and your goals for retirement. For example, if you joined the scheme later in life you may wish to make up for lost time by investing more into your pension.
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[Note: NHS Pensions may ask for a copy of the paper AW8 in certain circumstances.] Where submission via Pensions Online is not appropriate send the form AW8 to NHS Pensions with any other documents. In all cases the application should be submitted / sent to NHS Pensions 3 months before the intended retirement date.
Download the UK NHS AW8P form from the official NHS website. Read the instructions carefully before starting to fill out the form. Provide your personal details including name, address, and contact information in the designated sections.
If you retire on or after 6 April 2023 there will be no lifetime allowance charge on the pension benefits paid to you. The maximum retirement lump sum, known as the pension commencement lump sum, you will be able to take tax-free is 268,275, unless you have lifetime allowance protection from HMRC.

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