NHS Pensions Retirement benefits claim form (AW8) 2026

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4.8 out of 5

146 votes

The document is the NHS Pensions Retirement Benefits Claim Form (AW8), which outlines the process for members to claim their retirement benefits. It specifies that members should complete Parts 7 to 15, while employers fill out Parts 1 to 6. The form includes sections for personal details, employment history, pensionable pay, and options for lump sums. Members are advised to submit the form at least three months before their retirement date and must provide necessary documentation for verification. Additionally, it contains guidance on how to allocate part of the pension and details regarding dependents and tax implications.

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Click ‘Get Form’ to open the NHS Pensions Retirement benefits claim form (AW8) in the editor.
Begin with Part 7, where you will enter your personal details. Ensure to write in CAPITAL LETTERS using BLACK INK. Include your address, date of birth, and contact information.
Proceed to Part 8 to provide your employment details. Confirm your intended retirement date and indicate if you have any other NHS work at the time of retirement.
In Part 9, decide if you wish to allocate part of your pension for a beneficiary. If yes, complete the necessary allocation form AW8/11A and attach it.
Complete Parts 10 through 15 as applicable, ensuring all required fields are filled accurately. Pay special attention to financial details in Part 13 for payment processing.
Review all sections for accuracy before submitting. Once completed, return the form to your employer at least three months prior to your retirement date.

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Versions	Form popularity	Fillable & printable
2021	4.8 Satisfied (146 Votes)
2020	4.8 Satisfied (201 Votes)
2015	3.8 Satisfied (36 Votes)
2012	4 Satisfied (29 Votes)

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What happens to my NHS Pension if I move abroad?

If you reach pensionable age and are still living overseas your NHS pension will either, be paid into your UK bank account in Sterling, or into your local bank account where you are living, where it would be paid in the currency of that country or territory the latter is possible in most cases.

Where do I send my NHS pension claim form?

Please return this form together with the certificates required to: NHS Pensions, PO Box 2269, Bolton, BL6 9JS. Please enter your Scheme membership number. It is an eight digit number.

Can I get money out of my NHS Pension?

Transferring benefits out of the NHS pension scheme You are able to transfer your benefits out of the NHS pension scheme. There are restrictions on the type of transfers available and time limits which apply. Benefits can generally be transferred out of the scheme at any time before your normal pension age.

Can you cash in a NHS Pension early?

You can choose to take voluntary early retirement from the minimum retirement age and receive reduced benefits. Your pension is reduced to allow for the fact that it is being paid earlier than expected. Your dependants will still get any benefits they are entitled to in full.

How do I get my AW8 form?

Once you have notified your employer, they will give you the retirement application form AW8. You must complete parts 6 to 14 of this form. You must then return the form to your employer for them to complete parts 1 to 5. Your employer will then submit your application to NHS Pensions on your behalf.

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How do I claim deferred NHS pension?

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.

Can I withdraw money from my NHS pension?

In most cases you can take 25% of the money in cash, tax-free. Youll need to do this at the start and take the rest as income. You can get a guaranteed income for life either at the same time you draw your NHS pension scheme benefits, or at a later date.

Can I get my money back from NHS Pension?

You can have a refund of your contributions if: your total membership in the NHS Pension Scheme is less than 2 years. This 2 years includes any qualifying membership. (Qualifying membership is explained in booklet SDK).