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Document What is an AW8 application form and when is it completed?

A retirement benefits claim form (AW8) is used to apply for your pension benefits and is completed in the following circumstances:
  • If you are in NHS pensionable employment at your date of retirement (except if you are claiming pension benefits from an earlier deferred period only, or you are a male member who is already in receipt of your Special Class benefits and requested to defer your pre 17 May 1990 membership and are now claiming those benefits, in either circumstance an AW8P should be completed).
     
  • If you have opted out of the Scheme but remain in NHS employment until your pension benefits become payable.
     
  • If you have ceased contributing because you have achieved maximum membership or pensionable age. In these cases the AW8 should be completed and clearly marked as such by your employer.
     
  • If you have been accepted for ill health retirement and you are still in pensionable employment. For example, you may be off sick, but still regarded as an employee.
     
  • For all redundancy, Interest of Efficiency of the Service (IoE) and Actuarially Reduced Early Retirement (ARER) cases.
Approach your employer to agree your intended retirement date and obtain from your retirement benefit claim form (AW8) for completion and a copy of the Retirement Guide. We recommend this action is taken approximately 4 to 6 months before your intended retirement date to enable your employer time to process the application and NHS Pensions to make the necessary payment arrangements.

Complete Parts 7 to 13 of the form with your personal details and return the form to your employer together with any relevant certificates. Only original or certified copies of original documents are acceptable. It is important that you complete all of these parts including any relevant National Insurance numbers. Guidance notes for completion are included at the back of the form.

We request that you send the completed application form to your employer so that they can submit it for you at least 3 months prior to retirement. We aim to pay your lump sum (if applicable) on the day following retirement, however the lump sum payment can take up to 30 calendar days following your retirement (or from the date at which NHS Pensions received all the information required to process your award if this was later).
 
Your pension will be paid one calendar month after your retirement date (or from the date at which NHS Pensions received all the information required to process your award if this was later). We will notify you of the benefits you will receive and when they will be paid.

Note for employers: Where the member is claiming pension benefits from a date later than their last day of scheme membership, you must send the AW8 – Supplementary form to advise NHS Pensions of the payable date of benefits.
 
Where a member is under Normal Pension Age when they opted out of the scheme, the application should not be processed on POL and the paper form must be sent to NHS Pensions.
 
Where a member is over Normal Pension Age when they opted out of the scheme, the application should be submitted on POL with the correct prospective payable date entered. The payable date will be the day after the members last day of non-pensionable employment. This will avoid potential delays and overpayments.

You can view the AW8 online at the NHS Pensions website.
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