NHS Pensions Deferred benefits claim form 2025

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  1. Click ‘Get Form’ to open the NHS Pensions Deferred benefits claim form in our platform.
  2. Begin by entering your Scheme membership number in Part 1. This is essential for identifying your pension records.
  3. In Part 2, provide your personal details including your address, contact number, and National Insurance number. Ensure you attach a copy of your birth certificate as required.
  4. Complete Part 3 by selecting the type of pension you are claiming. Tick all applicable boxes and follow the instructions for each section based on your membership.
  5. For Part 4, answer all HMRC questions accurately to avoid delays in processing your claim. If unsure, consult the guidance notes provided.
  6. Fill out Part 7 with your bank details for payment processing. Double-check that all information is correct to prevent any payment issues.
  7. Finally, sign and date the declaration in Part 8 in front of a witness, ensuring they complete their details as well.

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You do not have to take your deferred benefits at your Normal Pension Age, you can take them at any time between age 55 and 75. If you were a member of the Scheme before and after 1 April 2014, the benefits built up before 1 April 2014 will have a protected Normal Pension Age usually age 65.
You can claim your delayed State Pension by either: calling the State Pension claim line. completing and posting the basic State Pension claim form. claim from abroad including the Channel Islands.
We provide active and deferred members with an Annual Benefit Statement (ABS). Theyre also known as Total Reward Statements (TRS) and can be accessed via Electronic Staff Record (ESR).
Download and complete the deferred benefits claim form (AW8P) from our website. We will check the application, register receipt and give it a target date. Note: We may return your application if it is incomplete. Note: We may need to request some further information from you or a previous employer.
If you leave the NHS scheme before completing two years of qualifying membership*, youre entitled to apply for a refund of the contributions youve made, rather than deferring or transferring your benefits. You can do this via the RF12 form, available from the NHS pensions hub.

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You can generally take your deferred pension at any time between age 55 and 75. The earliest age you can take your pension will increase to 57 from April 2028. You may be able to take your pension at any age if you are too ill to work.

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