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NHS Pensions Retirement benefits claim form (AW8)To the member:Only complete Parts 7 to 15 of this form, your employer will complete Parts 1 to 6. Before completing this form please read the Retirement.

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How to fill out the AW8 Form online

The AW8 Form is essential for claiming retirement benefits under the NHS Pension Scheme. This guide provides clear, step-by-step instructions for completing the AW8 Form online, ensuring that users can easily navigate each section with confidence.

Follow the steps to successfully complete your AW8 Form online

  1. Press the 'Get Form' button to access the AW8 Form and open it for editing.
  2. Complete Parts 7 to 15 of the form. Be sure to provide accurate information, including your title, name, address, and contact details in capital letters and using black ink as specified.
  3. In Part 8, provide information about your employment details, including any relevant work within the NHS at the time of your retirement.
  4. For Part 9, indicate if you wish to allocate a part of your pension by selecting 'Yes' or 'No', and follow additional instructions if applicable.
  5. In Part 10, select the section or scheme you are claiming from, and indicate whether you want a lump sum, following the prompts carefully.
  6. Fill out Part 11 regarding your marital or civil partnership status and ensure to provide necessary documentation or certifications.
  7. Complete Part 12, which involves important tax-related questions from HM Revenue and Customs. Ensure all answers are accurate.
  8. In Part 13, provide your bank or building society account details where your pension will be deposited.
  9. Review the information entered throughout the form, and ensure all sections are complete before signing your declaration in Part 15.
  10. Finally, save changes to the form. You can download, print, or share the completed AW8 Form as required.

Complete your AW8 Form online today to ensure a smooth retirement process.

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• Help NHS Pensions to pay your benefits on time by returning this form to your employer, at least three. months before your retirement date. NHS Pensions - Retirement benefits claim form (AW8)

The one-off lump sum for 2022-23 rises in value up the NHS pay bands. The Government has offered health workers including nurses, paramedics, physiotherapists, porters and cleaners, a one-off payment worth 6 per cent of their salary for this financial year.

You may be able to take up to a maximum lump sum of 25% of your capital value normally up to the tax free amount. The capital value is the value placed on your NHS Pension Scheme benefits by HMRC and is calculated by multiplying your reduced pension by 20 and adding the value of any lump sum.

NHS Pensions provides active and deferred members with a Total Reward Statement (TRS)/Annual Benefit Statement (ABS) through an online facility, known as Total Reward Statements (TRS). This service is free of charge and is a faster and more convenient way for you to obtain information about your NHS pension.

Completing form AW8 for members who left NHS employment or opted out of the Pension Scheme within 12 months of retirement. Early Payment of Deferred Benefits or • Early Payment of Deferred Benefits due to Ill Health, must complete form AW8. In these cases, the paper form AW8 must be sent to NHS Pensions for processing.

You may be able to take up to a maximum lump sum of 25% of your capital value normally up to the tax free amount. The capital value is the value placed on your NHS Pension Scheme benefits by HMRC and is calculated by multiplying your reduced pension by 20 and adding the value of any lump sum.

Hypothetical annuity cost is the likely cost of buying similar benefits on the open market. Hypothetical annuity cost is not a standard benefit. It's included on your statement to show the likely cost of buying similar benefits on the 'open market'. The figures are based on market conditions at this date.

Lump-sum payouts are calculated by determining the present value of your future monthly guaranteed pension income, using actuarial factors based on age, mortality tables published by the Society of Actuaries, and the Internal Revenue Service's minimum present value segment rates, which are updated monthly.

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