Forms

Our policy when returning documents:

• We will securely destroy any photocopied documents, rather than return them unless you have specifically requested us to do so
• If we return documents, we will send them back using the same method as they were received
• If we return documents, we will ensure that they are securely sealed

AVC transfer form

From 6 April 2015 under Freedom and Choice LGPS members can transfer the value of their in house AVC only to another pension scheme provider for flexible draw-down whilst still remaining a member of the LGPS.

• AVC transfer form (Transfer of an in-house AVC only to a pension scheme outside the LGPS) – Hampshire / West Sussex
• AVC transfer form (Transfer of an in house AVC to another in house AVC provider)

Cash equivalent transfer value forms

Use this form:

• if you are involved in proceedings for divorce or dissolution of a civil partnership, judicial separation or nullity
• if you are asked to get a transfer value for an independent financial advisor

Please note you are only entitled to one free estimate within a 12 month period.

• Cash equivalent transfer value form (Active membership)
• Cash equivalent transfer value form (Deferred membership)

Change of personal details forms

Please keep us informed if you change your address or name by completing a 'Change of personal details form' and sending it to Pensions Services.

• Change of personal details form
• Online change of address form (for current and past members only)

Death grant 'expression of wish' form

You can use this form to make an expression of wish for any death grant payable.

Without a valid expression of wish, the death grant may be paid to the Executor or Administrator of your Estate (Grant of probate or letters of administration may be required).

• Hampshire – Death grant 'expression of wish' form
• West Sussex – Death grant 'expression of wish' form

Member election to join 50/50 section or opt back to main section forms

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.

Once completed you must send this form to your employer. Do not send it to Pensions Services.

Member election to join 50/50 section form

Member election to opt back to 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 back to the main section of the Scheme.

Once completed you must send this form to your employer. Do not send it to Pensions Services.

Member election to re-join main section form

Nominated cohabiting partner form

If you live with your partner but you are not married or in a civil partnership, he or she will only receive a pension if your relationship meets certain conditions at your death. You can let us know your current circumstances by completing a Nominated cohabiting partner form. Please note that there is no requirement for you to complete this form but you may do so if you wish.

When you die, your partner will need to be able to demonstrate that, for at least two years:

• both you and your partner were free to marry each other or enter into a civil partnership with each other, and
• you and your partner were living together as if you were husband and wife, or civil partners, and
• neither you nor your partner were living with someone else as husband and wife or civil partners, and
• either your partner was financially dependent on you or you were financially interdependent

Nominated cohabiting partner form

Pension transfer booklet

If you have previous pension benefits, you may wish to transfer them into the Hampshire Pension Fund. Transfers must normally be made within your first year of Local Government Pension Scheme (LGPS) membership; in your current employment.

To investigate transferring previous benefits please read this booklet and use the form at the back of it.

If you are a member of a Club scheme and wish to transfer to the LGPS, it is essential that you contact us before you complete this form.

Further details and a list of "Club" schemes can be found here.

• Hampshire – Pension transfer booklet
• West Sussex – Pension transfer booklet

Report a death form

See Report a death

Retirement declaration form

You need to provide us with information and options for your retirement before we can process your retirement benefits under the Local Government Pension Scheme (LGPS).

HM Revenue and Customs (HMRC) require us to check if the total amount of benefits due to you from all registered pension schemes exceeds a Lifetime Allowance set by HMRC, as tax charges may apply.

To do this we need you to declare your entitlement to any other benefits. Before your LGPS benefits can be paid, you must complete and return the declaration form enclosed with these notes.

The notes explain the information you need to give on the form.

Please complete the form not earlier than 3 months before your intended retirement date.

Retirement declaration form

Starter information booklet and forms

This booklet:

• introduces the Local Government Pension Scheme
• provides information on your options for any previous LGPS membership
• includes Form A – Confirming your details
• includes Form B – Your decision: previous LGPS pensions

• Hampshire – LGPS Starter information – booklet and forms
• West Sussex – LGPS Starter information – booklet and forms

Topping up your State Pension

As the LGPS was a contracted-out scheme prior to 6 April 2016, you may not be entitled to receive the full State Pension. If you are concerned about the State Pension benefits you claim – or are due to claim – then this guide may be helpful:

Guide to topping up your State Pension

This guide provides information on topping up your State Pension if you are not currently entitled to receive the full amount.

If you have any queries relating to your State Pension you will need to contact the DWP.