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Document Which application forms should be completed when a Scheme member dies?

The application forms that should be completed on the death of a Scheme member will differ depending on the member’s employment status and Scheme membership, as well as if they had any partner or dependant children at the time of their death.
 


If the member died while in service:

  • Claim for adult dependant pension on death of an active member form (AW9), an application for survivor benefits following the death of a member who died in service. The spouse, civil partner or nominated qualifying partner should complete this.
  • Claim for a lump sum on death of an active member form (AW11), an application for benefits following the death of a member who died in service. The legal personal representative of the deceased member should complete this.
  • Claim for adult dependant’s pensions, children’s pensions and allocated pensions form (G60) to provide payment instructions when claiming allocated pensions. Not required if AW9 or AW11 completed.

These forms will be issued by the member’s employer to the member’s next of kin.
 


If the member died with deferred pension benefits:

  • Form to claim death benefits for a deferred member (AW9P), an application to claim death benefits following the death of a deferred member.
  • Claim for a refund of contributions form (AW12/2), claim for refund of contributions only for a deceased member who left the Scheme with less than two years membership, then died more than 12 months after their leaving date. This form will be issued by NHS Pensions following contact from the member’s next of kin.
  • Claim for adult dependant’s pensions, children’s pensions and allocated pensions form (G60) - to provide payment instructions when claiming an allocated pension. Not required if AW9P or AW12/2 completed
The forms can be accessed on our on our website.

If the member died after claiming their NHS pension:

If the member was married or in a civil partnership before they started to claim their pension, the appropriate forms will be issued by NHS Pensions following contact from the members next of kin.


If the member had dependant children:

  • Claim for payment of children’s pension (AW158) - post 01/04/2008 - an application form for children’s pension where pensionable Scheme membership ended on or after 1/4/2008. Please read the Retirement Guide before completing this form.
  • Claim for payment of children’s pension (AW158) - pre 1/4/2008 - an application form for children’s pension where pensionable Scheme membership ended before 1/4/2008. Please read the Retirement Guide before completing this form.
Where appropriate, these forms will issued by either the member’s employer if still in employment or by NHS Pensions if the member was deferred or pension was already in payment. The forms can also be printed from our website.

It is the responsibility of a dependant's parent/guardian to complete the AW158. Please be aware that a child aged 16 and under will be classed as a minor, therefore a parent or guardian would need to complete the forms.  If a dependant is claiming the allowance as they take care of themselves this can be accepted.
 
When the parent/guardian completes the AW158 claim form they sign a declaration to say that they will use the pension for the routine upkeep and benefit of the child.  If NHS Pensions become aware that this may not be the case the pension may be suspended until further investigations can be made.

Please note:  If the member has made a death benefit nomination on form DB2 for more than one person then each nominee will need to fill in an AW11. If NHS Pensions only receive the AW11 from one nominated person NHS Pensions will always send further AW11s to the relevant person/s.
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