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Click ‘Get Form’ to open the AW8P Booklet R 2013 form in the editor.
Begin with Part 1 by entering your NHS Pension Scheme reference number. This is an 8-digit number where the first two digits correspond to your year of birth.
In Part 2, provide your personal details in CAPITAL LETTERS using BLACK INK. Include your title, address, surname, and contact information. Remember to attach your original birth certificate or a certified copy.
For Part 3, indicate why you are claiming deferred benefits by ticking the appropriate boxes for the pension sections applicable to you.
Complete Part 4 by answering questions related to HM Revenue and Customs (HMRC) information accurately to avoid delays in processing your application.
In Part 7, fill out your bank or building society account details where you want your benefits paid. Ensure all information is correct for smooth transactions.
Finally, read through Part 8 carefully before signing and dating the declaration in front of a witness who meets the specified criteria.
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Go to the My NHS Pension website. Select Sign in/Register. View and accept the terms and conditions. Select Register.
How do I calculate my NHS pension lump sum?
The calculations used are shown below: Total Service x Salary x 1/80 = Annual pension Total Service x Salary x 3/80 = Lump Sum The salary used on retiral is the best of the last three years (tracing back from the date of leaving the scheme).
What form do I need for NHS pension refund?
Claiming a refund 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.
How much lump sum can I take from a NHS pension?
You may be able to take up to a maximum lump sum of 25% of your capital value normally up to the tax free amount. The capital value is the value placed on your NHS Pension Scheme benefits by HMRC and is calculated by multiplying your reduced pension by 20 and adding the value of any lump sum.
How to calculate pension lump sum?
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).
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