NHS Pensions - Deferred benefits claim form (AW8P) - NHSBSA

Guide to Understanding the NHS Pension Application AW8P

The NHS Pension Claim Form AW8P is an indispensable document designed by the National Health Service Business Service Authority (NHSBSA) of the UK. It is a comprehensive legal paper used by individuals who are eligible to claim for deferred pension benefits.

Importance of NHS Pensions Form AW8P

The importance of the NHS Pensions Form AW8P cannot be understated as it plays a crucial role in helping individuals claiming their deferred NHS pension benefits. Pension benefits can indeed provide great financial security during the retirement phase.

Therefore, the form AW8P acts as a robust gateway towards leading a secure retirement life. It offers a structured applicable process to claim the deferred benefits tailored specifically for the well-being of retired NHS employees.

How to Fill Out NHS Pension Form AW8P

To fill out the NHS pension AW8P template using PDFLiner, follow these steps:

1. Start by entering your NHS Pension Scheme membership number in the specified section at the beginning of the form.
2. In the section labeled "About yourself," provide your title, surname, former surname if applicable, other names, address, post code, national insurance number, contact telephone number, and email address. 
3. You also need to enter your date of birth and include your birth certificate with the form.
4. Under the "About your status" section, specify your marital status and provide the relevant dates and supporting documents such as marriage certificate, civil partnership registration certificate, or death certificate as applicable.
5. In the section concerning your spouse or civil partner, fill in their surname, other names, date of birth, and national insurance number.
6. If you have dependant children, provide their details including surname, other names, gender, and date of birth. Use a separate sheet if more space is needed.
7. For the type of pension and retirement lump sum, choose the appropriate section or scheme from which you are claiming your deferred benefits. 
8. Mark the relevant boxes and provide additional details if opting for early payment of deferred benefits or a lump sum.
9. In the HM Revenue and Customs information section, respond to questions about any other pension arrangements and provide details on your Lifetime Allowance usage and any relevant dates or figures.
10. If you wish to allocate part of your pension, indicate this choice and complete the necessary supplementary form.
11. For employment details, if applicable, provide your last or current NHS employer's name, your job title, and the dates relevant to your employment.
12. In the payment details section, fill in your bank or building society account details where your pension benefits will be paid. 
13. Include the account holder's name, bank address, sort code, account number, and if applicable, the Building Society Roll Number.
14. Finally, in the declaration section, read all statements carefully. Sign and date the form in the presence of a witness who cannot be your spouse or civil partner. The witness must also sign and provide their details, including their qualification if signing outside the UK.

Remember to attach any additional forms or documentation required, such as your birth certificate, marriage certificate, and any forms related to lump sum options or health conditions as specified in the form instructions.