Forms and publications
Find all relevant forms and publications from The East Sussex Pension Fund.
Find all relevant forms and publications from The East Sussex Pension Fund.
We provide member forms as:
1. Standard PDF - to print, complete and send.
2. Editable PDF* - complete the form online, print, sign and send.
*We need an original signature(s) for all forms.
IMPORTANT NOTE - Instructions for using editable forms.
Not following this process and directly inputting information when you first click on the link may mean that you lose any information entered.
Forms can be sent by post or scanned and emailed - contact details here.
Form |
What's it for? |
Standard PDF |
Editable PDF |
---|---|---|---|
LGPS 1 | Use this form to tell us whether you want to transfer other pension rights into the scheme and nominate beneficiaries in the event of your death | Open standard PDF here | Open editable PDF here |
LGPS 1A | Use this form to opt out of the Local Government Pension Scheme | Open standard PDF here | Open editable PDF here |
LGPS 1B | Use this form to confirm that you wish to join the pension scheme | Open standard PDF here | Open editable PDF here |
LGPS 5C | Use this form to notify East Sussex Pension Fund of a change to your personal details | Open standard PDF here | Open editable PDF here |
LGPS 30 | The purpose of this form is for members to obtain their pensionable pay information from their employers’ payroll so that they can obtain an estimate of pension benefits | Open standard PDF here | Open editable PDF here |
LGPS 50A | Use this form if you wish to leave the main section of the Scheme and move to the 50/50 section of the Scheme | Open standard PDF here | Open editable PDF here |
LGPS 50B | Use this form if you wish to leave the 50/50 section of the Scheme and move to the main section of the Scheme | Open standard PDF here | Open editable PDF here |
LGPS DG1 | Use this form to let us know who you would like benefits paid to in the event of your death. | Open standard PDF here | Open editable PDF here |
LGPS NCP1 | Use this form if you want to tell us about a Cohabiting Partner (for survivor’s pension) | Open standard PDF here | Open editable PDF here |
APC application - Lump sum | Application form to pay additional pension contributions by Lump Sum | Open standard PDF here | Not applicable |
APC application - Regular instalments | Application form to pay additional pension contributions by regular instalments | Open standard PDF here | Not applicable |
We provide employer forms as:
1. Standard PDF - to print, complete and send.
2. Editable PDF - complete the form online and send via email
IMPORTANT NOTE - Instructions for using editable forms.
Not following this process and directly inputting information when you first click on the link may mean that you lose any information entered.
Form |
What's it for? |
Standard PDF |
Editable PDF |
---|---|---|---|
LGPS 5A | Use this form to notify ESPF of new pension scheme members. Form LGPS-1 completed by the employee on commencement of employment should be enclosed with this form. | Open standard PDF here | Open editable PDF here |
LGPS 5B | Use this form to notify ESPF of amendments to existing scheme member’s records (change of hours, period of absence, change of address). | Open standard PDF here | Open editable PDF here |
LGPS 8A | Use this form to notify ESPF of a pension scheme member who is leaving the scheme early and will not be entitled to immediate benefits. | Open standard PDF here | Open editable PDF here |
LGPS 9A | Use this form to notify ESPF of a scheme member who is retiring (all types) and will be entitled to immediate benefits. | Open standard PDF here | Open editable PDF here |
LGPS 10A | Use this form to notify East Sussex Pension Fund of a pension scheme member’s death in service. | Open standard PDF here | Open editable PDF here |
LGPS RET 1 - (Standard) | Use this form if you are an employer and wish to request an estimate of the benefits that would become payable to an employee on early retirement (not due to ill health) | Open standard PDF here | Open editable PDF here |
LGPS RET 1 - (Ill health) | As above but for ill health cases | Open standard PDF here | Open editable PDF here |
LGPS RET 2 - (Standard) | Use this form where retirement (not ill health) has been discussed with an employee. The details will be used to provide, direct to the employee’s home address, a provisional estimate of benefits and a pre-retirement pack giving details of the various options available. | Open standard PDF here | Open editable PDF here |
LGPS RET 2 (Ill health) | As above but for ill health cases | Open standard PDF here | Open editable PDF here |
LGPS 31 | Use this form to confirm that contributions have been deducted and payments made to the scheme in accordance with the scheme’s requirements. | Open standard PDF here | Open editable PDF here |
Authorised signatories and contacts form | Use this form to confirm Authorised signatories and contact details. | Open standard PDF here | Open editable PDF here |
Request for early payment of benefits on
the grounds of ill health - LGPS IH-OA
Request for early payment of deferred benefits on the grounds of ill health (select appropriate date range)
Ceased membership as an employee on or
after 1 April 2008 - LGPS IH-2A
Ceased membership as an employee on
or after 1 April 1998 and before 1 April 2008 - LGPSIH-2B
Ceased membership as an employee
before 1 April 1998 -LGPSIH-2C
Request for early payment of deferred benefits on the grounds of ill health (select appropriate form)
Medical Certificate for a Current Councillor - LGPSIH-3A
Medical Certificate for a Deferred Councillor - LGPSIH-3B
Current pensioner who left employment before 31 March 2014 - LGPSIH-4D
REASON: 18 month review undertaken before normal pension age.
Suspended pensioner who left employment before 31 March 2014 - LGPSIH-4E
REASON: Review requested by pensioner whilst pension is in payment or within 3 years of payment being discontinued and before normal retirement age.
Current pensioner who left employment after 31 March 2014 - LGPSIH-4A
REASON: 18 month review undertaken before normal
pension age.
Suspended pensioner who left employment before 31 March 2014 - LGPSIH-4F
REASON: Review requested by pensioner 3 or more years after cessation of payment and before normal retirement age.
Suspended pensioner who left employment
after 31 March 2014 - LGPSIH-4B
REASON: Review requested by pensioner whilst pension is in payment or within 3 years of payment being discontinued and before normal retirement age.
Suspended pensioner who left employment after 31 March 2014 - LGPSIH-4C
REASON: Review requested by pensioner 3 or more years after cessation of payment and before normal retirement age.
Abatement Policy - ESPF (2021)
Administering Authority Discretions Policy
Administration Strategy - ESPF (2023)
Appointments of Independent Registered Medical Practitioners- ESPF
Breaches policy - ESPF (June 2023)
Communication Strategy - ESPF (2022)
Conflicts of interest policy - ESPF
Contribution review policy - ESPF
Deferred debt and debt spreading policy - ESPF
Exit Credit Policy (Nov 22) - ESPF
Funding Strategy Statement - ESPF ( March 2023)
Governance Compliance Policy Statement - ESPF (June 2023)
Memorandum of Understanding regarding Compliance with Data Protection Law
Privacy Statement (full) - ESPF
Privacy Statement (summary) - ESPF
Training Strategy - ESPF (June 2022)
EMPLOYER
Employer newsletter - May 2023
Employer newsletter - February 2023
Employer newsletter - December 2022
Employer newsletter - October 2022
Employer Newsletter - June 2022
EMPLOYER SURVEY
ACTIVE MEMBERS
Member newsletter - December 2022
Member newsletter - Spring 2022
DEFERRED MEMBERS
Deferred member newsletter - 2022
PENSIONER MEMBERS
Pensioner Newsletter - May 2022
ADDITIONAL VOLUNTARY CONTRIBUTIONS
EMPLOYER & HR
i-Connect – ESPF Supplementary online return – specification guide
i-Connect – ESPF Payroll extract file specification – supplementary guidance
Ill health liability insurance policy - further information
Ill health retirement guide for employers
LGPS31 Employer Contribution Form Guide
Outsourcing and Admission Agreements Guide
Strike action - frequently asked questions for employers
INTERNAL DISPUTE RESOLUTION PROCEDURE
Internal Dispute Resolution Procedure - complaint guide
IDRP Stage 1 complaint application form
IDPR Stage 2 complaint application form
MEMBER GUIDES
Annual Benefit Statement Guide - 2022 - for active members
BHCC - LGPS update - 26 July 2023
Lifetime allowance - June 2022
The impact of changing job roles on your pension
Reducing your working hours factsheet
SCHEME GUIDES
LGPS Full scheme guide - May 2019
LGPS Brief scheme guide - May 2022
Councillors guide to LGPS (England and Wales)
Update for Councillors - May 2023
SURVEYS
STEWARDSHIP
Stewardship report - East Sussex Pension Fund
ESG STATEMENT
ESG statement - fund manager engagement Q1/2023
ESG statement - fund manager engagement Q4/2022
ESG statement - fund manager engagement Q3/2022
ESG statement - fund manager engagement Q2/2022
ESG statement - fund manager engagement Q1/2022
INVESTMENT STRATEGY STATEMENT
Investment Strategy Statement 2021
REPONSIBLE INVESTMENT (ESG)
ESPF Responsible Investment and Fossil Fuel Exposure - March 2022
ESPF Statement of Responsible Investment Principles September 2021
ESPF Annual Report and Accounts 2021-22 (Draft - awaiting external auditor final approval)
ESPF Annual Report and Accounts 2020-2021
ESPF Annual Report and Accounts 2019-2020
ESPF Annual Report and Accounts 2018-2019
ESPF Annual Report and Accounts 2017-2018
If you have any difficulties viewing or accessing these documents, or require any of the information in a different format please email us.