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Click ‘Get Form’ to open it in the editor.
Begin by entering your Scheme membership number in Part 1. This is an eight-digit number that identifies your pension scheme.
In Part 2, provide personal details including your title, address, and contact information. Ensure you attach a copy of your birth certificate or passport as required.
Complete the status section by indicating your marital status and providing necessary documentation such as marriage or civil partnership certificates.
In Part 3, specify the type of pension you are claiming. Tick the appropriate boxes for the sections applicable to you and follow up with any additional questions related to lump sums.
Fill out Part 4 regarding HMRC information accurately to avoid delays in processing your application.
Provide employment details in Part 6, including your last NHS employer and any future employment plans within the NHS.
Enter your bank details in Part 7 for payment processing. Ensure all fields are completed correctly for smooth transactions.
Finally, read and sign the declaration in Part 8 before submitting your form along with all required documents.
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