Get Application For Benefits (pm65) - Railways Pension Scheme

Filling out the Application For Benefits (PM65) for the Railways Pension Scheme online can seem challenging, but with a structured approach and careful attention to detail, you can complete this process successfully. This guide will provide clear, step-by-step instructions to ensure you fill out the form accurately and efficiently.

Follow the steps to complete the Application For Benefits (PM65) online.

1. Click ‘Get Form’ button to obtain the form and open it in the online editor.
2. In Section A, provide your personal details such as title, first names, surname, address, pension reference number, National Insurance number, and contact information including telephone numbers and email address.
3. In Section B, indicate your benefit claim situation by selecting one of the provided options related to employment status and the date you wish to claim benefits.
4. Proceed to Section C, where you must provide your bank or building society details to authorize payments. Include sort codes, bank account numbers, and account holder name.
5. In Section D, make selections related to how you want to take your benefits. This includes choosing a cash lump sum amount and any options related to a level pension or extra dependant’s pension.
6. Section E pertains to independent financial advice. You can choose to seek advice if you feel it is necessary.
7. In Section F, disclose any other pension benefits you have received by completing the required details about Lifetime Allowance.
8. If applicable, fill out Section G regarding BRASS and AVC Extra, where you can confirm your ongoing contributions.
9. Finally, complete Section H by signing the declaration to confirm your choices and understanding of the application process.
10. Ensure your employer fills in their required sections before submission. Once all sections are complete, save changes, and prepare to submit the form.

Start completing your Application For Benefits (PM65) online now!