Retirement Forms

When you retire from the LGPS it is your employer's responsibility to advise us of your leaving details to enable us to calculate your pension benefits.

We will then provide you with a Retirement Pack containing the details of the your retirement options and enclosing the relevant forms for completion.

Electronic versions of these forms are available below:

What's Contained in your Retirement Pack?

Retirement Guide	A nearing retirement guide containing information on your retirement options.
Bank Details form	We require the attached form to be completed in all cases confirming your contact details, marital status and the bank account details to which you would like your monthly pension paid.
Lifetime Allowance form	Her Majesty's Revenue and Customs (HMRC) allowance applies to benefits from all arrangements; we therefore need full details of all other benefits that are either in payment or that you are entitled to. (Please note that this DOES NOT include State Pension and State Pension Credit.) This information is not held on our records and the necessary information is requested from you by completing this form.
Expression of Wish form	Nominate your next of kin to receive any death grant which may become payable.
Co-Habiting Partners Nomination form	Nominate your co-habiting partner to receive a dependant's pension in the event of your death.

Please note we will also request a copy of your birth certificate and marriage or civil partnership certificates where applicable (photocopied documents are accepted).

If you would prefer to have a copy of any of these forms forwarded to your home address please contact us on 0845 6027237.