Employer forms

The forms on this page can be updated online or downloaded and printed. It is recommended that you print these as required, as they are regularly reviewed and updated.

If you require large quantities of these forms, contact FM General Enquiries on 01962 847323 or fmgeneralenquiries@hants.gov.uk to arrange delivery. We can also provide information in other formats including Braille (Grade 2), on audio or in larger print text. Contact us for more information.

Notice of starter form

Use this form for employees joining the LGPS in their current employment for the first time, those joining or rejoining under automatic enrolment rules and anyone opting in.

Notice of leaver form

Complete this form to let us know when a member leaves the scheme. In addition, send appropriate certificates and authorisations to pensions services.

This form can be completed online, or you can print the form and return it to Pensions Services by post or fax. If you have any problems please contact Pensions Services.

See also Member forms.

Amendment to pension records

Use this form to update a member's:

  • personal details
  • 50/50 section membership
  • employment details
  • type of employment contract
  • location, payroll number or post
  • additional contributions ceased
  • AVC commenced
  • absence (break in pensionable membership)

This form can be completed online, or you can print the form and return it to Pensions Services by post or fax.

Change of payroll provider

See Change of payroll provider.

Request an estimate for retirement benefits

An employer can request up to two estimates for a member over a 12 month period. We charge for any further estimates requested.

To avoid overstating benefits, only request ill health estimates once you are confident which tier an employee will retire under.

The employer must request estimates based on retirement before age 60, on redundancy/efficiency grounds or ill health/compassionate grounds.

This form can be completed online or printed and returned to Pensions Services by post or fax. Anybody requesting an employer estimate must be an authorised signatory. If there are any problems, contact Pensions Services.

Urgent estimates

If you need an estimate in less than four weeks, you may request an urgent estimate.

  • The charge is £100 plus VAT
  • They are done within five days of Pensions Services receiving the request form
  • For Hampshire County Council, pay information will be provided in three days and the estimate in a further five days
Employer initiated retirement authorisation

This form should be used for retirements that are employer initiated such as:

  • redundancy/efficiency
  • voluntary early retirement
  • flexible retirement

This should be completed in addition to the normal leaver form and returned to Pensions Services.

Employer initiated retirements – authorisation form

Reserve forces leave

See Reserve forces leave.

Ill health certificates

Ill health retirement

You should complete the ill health retirement certificate when authorising retirement on the grounds of ill health. This should be signed by the independent registered medical practitioner who must have been approved for this purpose by the Pension Fund administering authority.

Certificate of ill health retirement

18 Month review of tier 3 award

It is the employer's responsibility to carry out the 18 month review and inform Pensions Services if there is any change in the member's circumstances. At the end of the 3 year period, the member can be reassessed to see if the initial assessment should have been for Tier 2 benefits.

18 month review certificate

Deferred Member

The LGPS regulations which apply will depend on when the employee left the scheme. Use the relevant certificate so that it refers to the relevant regulations.

Tier 3 ill health retirement review and former employer's determination and authority

Member election to join 50/50 section

This form is for completion by those members of the LGPS who wish to leave the main section of the scheme and move to the 50/50 section of the scheme. The form should be completed and returned to the employer. Hampshire Pension Fund does not require a copy of this. Employers should advise the pension fund of this change by completing an amendment form.

Member election to rejoin the main section

This form is for completion by those members of the LGPS who wish to leave the 50/50 section of the scheme and move to the main section of the scheme.

ACP or scAPC confirmation

Use this form to confirm details of an employee's new APC or scAPC contract, or to notify us if you reject the application. Send your completed form to pensions@hants.gov.uk or:

Pension Services
2 Floor EII Court South
Winchester
SO23 8UB

Bulk upload spreadsheets

Use these forms to update us of your new starters and members addresses.

Update members address in bulk

Refer to the instructions tab, as this explains how to complete the spreadsheet. Once completed, email to systems.pension.team@hants.gov.uk.

Change address spreadsheet

Bulk starter spreadsheet

Send us new members information in bulk. Refer to the instructions tab in the spreadsheet, as this explains how to complete it. Once completed, email to pensions@hants.gov.uk and mark the email 'FAO Starters'.

Bulk starter spreadsheet

New member stationery

We no longer issue new member packs for Employers to order and distribute. Employers are still required to provide new scheme members with starting information to the scheme. Most Scheme Employers provide links to New member scheme benefits where employees will be able to view and download the following documentation: