The forms below are for use by scheme employers. 

If you work for a scheme employer and you deal with LGPS matters as part of your job, please get in touch with us if you have any questions about which forms you need to send us.

 

Starters, leavers and changes of contract

 

PSR2014 - Pensions Service Record form to be completed by the employer when an employee joins the LGPS  (Word 43KB)

 

TERM2014 - (Word 49KB) to be completed by the employer when a member leaves the LGPS (for employees members who have paid into to the main section of the LGPS only in the financial year in which they leave).  Please read our guidance notes for more information on how to complete this form.

 

TERM5050 - (Word 61KB) to be completed by the employer when a member leaves the LGPS (for employees who have contributed to the 50/50 section of the scheme for part or all of the financial year in which they leave).  Please read our guidance notes for more information on how to complete this form.

 

Notification of a change of hours or contract (Word 25KB)

 

EMP5050 - member moving between sections of the scheme (Word 76|KB)

 

 

Estimates of pension strain costs, pension benefits, and retirement authorisations

 

ESTREQNORM (Word 57KB) - age retirement estimate request form

 

ESTREQRED (Word 53KB) - redundancy estimate request form

REDCERT (Word 58KB) - employer authorisation for redundancy retirement

 

ESTREQFLEX (Word 69KB) - flexible retirement estimate request form

FLEXCERT (Word 60KB) - employer authorisation for flexible retirement

 

ESTREQIH (Word 60KB) - ill-health retirement estimate request form

IHEMPCERT (Word 45KB) - employer authorisation for ill-health retirement

Ill Health Certificates - to be completed by the Independent Registered Medical Practitioner.

 

 

Guides and forms for periods of absence

 

Periods of Absence and the LGPS - a guide (PDF 333KB) Updated October 2022

 

AUL1 - First notice of Authorised Unpaid Leave (Word 13KB)

AUL2 - Notification of Authorised Unpaid Leave  (to be sent when period of unpaid leave has ended) (Word 43KB)

 

CRL1 - Initial Notification of Child Related Leave (Word 29KB)

CRL2 - Notification of Child Related Leave  (to be sent when period of child related leave has ended) (Word 42KB)

Assumed pensionable pay (APP) calculator (for help with calculating APP amounts for members who have been on reduced pay due to sickness or relevant child-related leave)  (Excel 21KB)

 

Other information

Guide to outsourcing staff in the LGPS

 

Internal Disputes Resolution Procedure (IDRP) - a guide for employers 

 

Annual Return of data for LGPS members