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Click ‘Get Form’ to open the state pension claim form in the editor.
Begin with Part 1, providing your personal details such as your National Insurance number, name, address, and date of birth. Ensure all information is accurate and complete.
In Part 2, if applicable, provide details about your husband, wife, or civil partner. Include their names, National Insurance number, and any relevant certificates.
Proceed to Part 3 to specify the date you wish to claim your State Pension from. Indicate whether you plan to work after reaching State Pension age.
Complete Part 4 by entering your bank account details for payment. Double-check that all numbers are correct to avoid delays.
In Parts 5 through 10, provide information about any time spent abroad, National Insurance contributions, hospital stays, and other benefits received.
Finally, review all sections for completeness before signing the declaration in Part 11. Submit the form electronically through our platform for a streamlined process.
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Forms regarding your SERS account can be found on your member services account under Forms Applications. Contact your Retirement Coordinator (RC) if you
Reporting and Disclosure Guide for Employee Benefit Plans
The chapter consists of the following quick reference charts: Pension and Welfare Benefit Plan Form 5500 Quick Reference Chart and. Form M-1 Quick Reference
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