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Rf12 form pension refund

Rf12 form 2025

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The document is an application form (RF12) for a refund of pension contributions from the NHS Pension Scheme after ceasing payments. It includes instructions for applicants to fill out their personal details, specify how they want the refund paid, and outlines eligibility criteria for receiving a refund. Employers are required to complete a section of the form before submission. Guidance notes provide additional information on the process and rules regarding refunds.

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Versions	Form popularity	Fillable & printable
2019	4.8 Satisfied (130 Votes)
2018	4.2 Satisfied (67 Votes)
2016	4.2 Satisfied (50 Votes)
2015	4 Satisfied (28 Votes)
2012	4 Satisfied (34 Votes)

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

How do I opt out of pension?

To opt out, you must complete the application to leave the NHS Pension Scheme (SD502) form (PDF: 219KB). You and your NHS employer must complete the form. This is the only way to opt out of the NHS Pension Scheme.

What is an RF12 form?

NHS Pensions - Application for a refund of pension contributions (RF12) (after you have stopped paying into the NHS Pension Scheme) Part A - to be completed by the member/claimant. Employers please tick one of the following: Form keyed by employer. Form not keyed by employer.

What happens if I stop paying into my NHS Pension?

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.

How do I request a refund for my NHS Pension?

To claim a refund, you must complete an RF12 form. If youre in active NHS employment, send this to your employer. If you have more than one NHS employer, you only need to submit one RF12 form. This must go to the most recent employer that the refund period relates to.

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.

rf12 form

SD502 form Rf12 form pdf Rf12 form online Nhs rf12 form NHS Pension refund Tax opt out form NHS Pension website NHS refund form

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How to get a refund from peoples pension?

If you opt out within 1 calendar month of being enrolled, youll receive a refund of the contributions deducted. If youre opting out online, youll get a confirmation of your opt out on screen. If youre calling the automated telephone line, therell be a message at the end of the call.

Can you get a refund from nest pension?

When a member opts out of NEST well refund any contributions weve received for them. Well refund the contributions to the refund account you nominated for the payment source the member is connected to.

Rf12 form 2025

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How do I opt out of pension?

What is an RF12 form?

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How do I request a refund for my NHS Pension?

Can I withdraw money from my NHS Pension?

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