Request for Service Form FAQs

What is the Request for Services (RFS) form?

The new RFS form replaces multiple forms currently used by employers and Shared Service Providers to request the following services:

  • A death benefits estimate.
  • An efficiency dismissal with compensation estimate.
  • An ill-health retirement estimate.
  • A sick pay at pension rate estimate.
  • A Normal Pension Age (NPA) retirement quote.
  • A death in service notification.
  • A divorce quote.
  • An Actuarially Reduced Retirement (ARR) quote.
  • An efficiency dismissal with compensation quote.
  • An efficiency dismissal quote without compensation, for a member who has two or more year’s service.
  • An efficiency dismissal quote without compensation, for a member who has less than two year’s service.
  • An ill-health retirement quote.
  • A leaver quote for a member who has two or more year’s service.
  • A leaver quote for a member who has less than two or more year's service.
  • An early payment of preserved award (on ill-health grounds) quote.

Please note: you should continue to use existing forms for the request types not listed in the drop-down menu of the RFS form.

The Scheme Administrator (MyCSP) provides estimates in exceptional circumstances only, and the figures provided are a guide. 

What are the benefits?

The RFS form has a number of key features, which have the following benefits for users.

Validations
Due to validations built into the RFS form, you will only be able to submit it once it contains all of the information needed by the Scheme Administrator to categorise requests corrctly. 

Advisory notes
Advisory notes will help you to complete the form correctly and advise you of when you will need to submit additional documents with the form.

Mandatory fields
Due to the inclusion of mandatory fields, you will not be able to submit an incomplete RFS form. 

How to use the RFS Form

We have produced a detailed set of Guidance Notes to accompany the RFS form. Please refer to these when completing the form.

The RFS form can be used to request over a dozen services for active members and one service for deferred members.

You should continue to use the existing forms on the Scheme website  for all request types not listed in the drop down menu of the  RFS form.

The RFS form can be downloaded from the landing page using this link.

From time to time we may need to update the RFS form in order to make improvements to it. We will notify you via EPN when a relevant update to the RFS form has been made. To ensure that you are using the latest version of the RFS form, please download a new version each time you use it and avoid using locally stored versions.

How have we tested the new RFS Form?

We developed the RFS form after recognising a need to reduce the number of different types of forms that were being used to request member services. The build-in validations and notes ensures that the Scheme Administrator (MyCSP) have all the necessary information required to process your request.

The RFS form has been extensively tested as part of an eight week pilot exercise with each of the following organisations: HMRC; SSCL for MOJ and NOMS and Fera Science. The feedback provided, following the pilot exercise, confirmed the form is suitable for general use across all employer organisations.

What are the technical requirements?

The RFS form is designed to be used in Microsoft Excel. To ensure the RFS form is compatible with all versions of Microsoft Excel, it does not contain macros. 

However, if you are using Microsoft Excel 2007 or earlier, some features of the RFS form will not be accessible to you. If you are using Microsoft Excel 2007 or earlier, you should refer to the Technical User Guidance when using the RFS form, which is available using the link from the RFS landing page.

Do you have a query about the RFS form?

If you have a query about the RFS form, please contact your Civil Service Pensions Service Delivery Manager or alternatively you can call the Employer helpline on 0300 123 1040.