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Document What is the process when transferring benefits into the NHS Pension Scheme?

The process for requesting to transfer pension benefits into the NHS Pension Scheme is as follows:
  • Transfer-In Guide and application pack (Form A and B) is completed and submitted by you to us at the NHS Pension Scheme.
     
  • Latest Total Pensionable Pay (TPP) / Current Rate of Pensionable Pay (CROPP) details are requested from current NHS employer using form FA11, if this information has not been provided on Form A of the Transfer-In Guide and application pack.
     
  • FA163 option form and Cash Equivalent Transfer Value (CETV) coversheet showing the value of the transferred benefits if they were to be moved to the NHS Pension Scheme are sent to you, along with an option form for you to declare whether you want to go ahead with the transfer of benefits.
  • If you want to go ahead with the transfer, you need to tick 'Yes' on the FA163 option form and send it to the other pension scheme with any additional paperwork that the other scheme has asked you to complete.
     
  • If you do not want to go ahead with the transfer, you need to tick 'No' on the FA163 option form and return it to NHS Pensions.
     
  • Your FA163 option form must be received within the 3 month guarantee period, or we will re-calculate the membership credit at the date the payment from your previous pension scheme is received. This may result in a smaller amount of scheme membership being purchased than was originally quoted to you.
On receipt of the transfer payment from your previous pension provider, we will write to you to confirm the amount of membership that the transfer has purchased. We aim to send you confirmation of this within 20 working days of receiving the transfer payment from your previous pension provider.

TRANSFERS FROM AN OVERSEAS PENSION SCHEME

You may be able to transfer from a Qualifying Recognised Overseas Pension Scheme (QROPS). If this applies to you please write to NHS Pensions for confirmation of our requirements. Overseas transfers include any transfers from NHS pension schemes in the Republic of Ireland, Isle of Man, Jersey and Guernsey.

You can find the Transfer-In Guide and application pack on the NHS Pensions website.
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