Home Employers Employer Forms

Employer Forms

Temporary changes to forms and supporting documents due to Coronavirus (COVID-19)

Due to the Coronavirus (COVID-19) pandemic, we’ve temporarily changed the process for sending forms and supporting documents to ensure that we’ll be able to process important requests.

As a result, from 20 April:

  • Employers have the option to return the below forms and any supporting documentation by email
  • A signature is no longer required

Employers have the option to complete the following forms electronically and return them by email;

CSIBS1 – Application for injury benefit assessment (opens in a new window)

EPPA1 – Application for an early payment of preserved pension medical assessment (opens in a new window)

IHR1 – Application for an ill health retirement (opens in a new window)

New entrants and rejoiners

Commissioning work from GAD on Bulk Transfers CSP13 CSP13 - Estimate CSP16 - Employer confirmation of job reshaping New Joiner Tool New Starter Pack Request Form Partial Retirement Application form (CSP15) Pensions Questionnaire OGD Transfer Form New Starter Pack Partner Declaration Form

partnership pension account

Change of circumstances Employer & payroll code application Monthly transfer of data to pension providers New entrant schedule Partnership pension account application employer checklist

Scheme Medical Adviser and medical advice

APP1 - Appeal against medical retirement decision CSIBS1 - Application for injury benefit assessment CSIBS2 EPPA1 - Application for an early payment of preserved pension medical assessment IHR1 - Application for an ill health retirement assessment IHR2-Partnership-Application for an ill-health retirement assessment Notes for the member Ill Health Retirement - procedural Guidance for Employers Med 9 - Complaints Procedure Form

Civil Service Compensation Scheme (CSCS) forms

Application for approval – Single less than 95K Application for approval – Single over 95k Application for approval – Bulk CSCS Step by step process Exit Scheme Requirement Document Guidance for an initial meeting to discuss the delivery of paid exits Guidance for completing Early Departure Scheme forms for exits – Single less than 95k Guidance for completing Early Departure Scheme forms for exits – Single over 95k Guidance for completing Early Departure Scheme forms for exits – Bulk

Other

Application to the Scheme Actuary for amount of compensation Breakdown of the Monthly Pension Contributions F1 Statement of Work Scheme Year Planner Legal and General master trust request form