Sample Refund Form For Nhs Pension
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FAQ
If you have re-entered pensionable NHS employment after a break of 12 months or more, you may be entitled to a refund of your earlier contributions. If you have requested a transfer of this earlier membership (within the transfer time limits) to another pension arrangement you will not be able to request a refund.
NHS Pensions - Application for a refund of pension contributions (RF12) (after you have stopped paying into the NHS Pension Scheme) Employers please tick one of the following: Form keyed by employer. Form not keyed by employer.
You can request a refund if your account is in overall credit. You do this by downloading and completing the 'Request a refund of a pension scheme payment' spreadsheet, then sending it to HMRC.
The electronic form RF12 can be found in the main E-Forms menu: Page 3 28. Form RF12 ? Application for a refund of contributions (V5) 05.2019 Once you have selected the link you will be asked to input the member details: The 'Date of Termination' must be the same as that submitted on the employment termination details.
After eligibility is established, the person must contact their pension provider or employer, complete the necessary application paperwork (such as the RF12 form for NHS workers), and submit them to the proper authorities. The employer may also fill out the application.
