Forms

Member forms

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.

  1. Click on the link for the form you wish to use. This will open a blank form.
  2. Immediately click ‘Save’ before entering any information. Then save the blank form in an appropriate folder.
  3. Open the saved form, complete form information and re-save (with appropriate file).
  4. You can then over type on this form and re-save under a different file name if necessary. If you see information you have typed on a previous occasion, please ignore and type over.

Not following this process may mean that you lose any information entered.

Send forms by post or scan and email them - 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 LGPS 1 form here Open editable LGPS 1 form here
LGPS 1A Use this form to opt out of the Local Government Pension Scheme Open standard LGPS 1A form here Open editable LGPS 1A form here
LGPS 1B Use this form to confirm that you wish to join the pension scheme Open standard LGPS 1B form here Open editable LGPS 1B form here
LGPS 5C Use this form to notify East Sussex Pension Fund of a change to your personal details Open standard LGPS 5C form here Open editable LGPS 5C form 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 LGPS 30 form here Open editable LGPS 30 form 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 LGPS 50A form here Open editable LGPS 50A form 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 LGPS 50B form here Open editable LGPS 50B form 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 LGPS DG1 form here Open editable LGPS DG1 form here
LGPS NCP1 Use this form if you want to tell us about a Cohabiting Partner (for survivor’s pension) Open standard LGPS NCP1 form here Open editable LGPS NCP1 form here
APC application - Lump sum Application form to pay additional pension contributions by Lump Sum Open standard APC application - lump sum form here Not applicable
APC application - Regular instalments Application form to pay additional pension contributions by regular instalments Open standard APC application - regular instalments form here Not applicable

Employer forms

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.

  1. Click on the link for the form you wish to use. This will open a blank form.
  2. Immediately click ‘Save’ before entering any information. Then save the blank form in an appropriate folder.
  3. Open the saved form, complete form information and re-save (with appropriate file).
  4. You can then over type on this form and re-save under a different file name if necessary. If you see information you have typed on a previous occasion, please ignore and type over.

Not following this process may mean that you lose any information entered.

Send forms by post or scan and email them - contact details here.

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 LGPS 5A form here Open editable LGPS 5A form 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 LGPS 5B form here Open editable LGPS 5B form 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 LGPS 8A form here Open editable LGPS 8A form 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 LGPS 9A form here Open editable LGPS 9A form here
LGPS 10A Use this form to notify East Sussex Pension Fund of a pension scheme member’s death in service. Open standard LGPS 10A form here Open editable LGPS 10A form 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 LGPS RET 1 (standard) form here Open editable LGPS RET 1 (standard) form here
LGPS RET 1 - (Ill health) As above but for ill health cases  Open standard LGPS RET 1 (ill health) form here Open editable LGPS RET 1 (ill health) form 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 LGPS RET 2 (standard) form here Open editable LGPS RET 2 (standard) form here
LGPS RET 2 (Ill health) As above but for ill health cases Open standard LGPS RET 2 (ill health) form here Open editable LGPS RET 2 (ill health) form 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 LGPS 31 form here Open editable LGPS 31 form here
Authorised signatories and contacts form Use this form to confirm Authorised signatories and contact details. Open standard authorised signatories and contacts form here Open editable authorised signatories and contacts form here

Ill Health Certificates

Current Employee

Request for early payment of benefits on the grounds of ill health - LGPS IH-OA

Deferred members

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

Councillors

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

Certificates - Tier 3 review

Request for review of a tier 3 ill-health award

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.

All Guides

Guides

ADDITIONAL VOLUNTARY CONTRIBUTIONS

AVCs and the LGPS Guide

AVC Prudential Guide 2020

 

EMPLOYER & HR 

HR Guide to the LGPS

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

Payroll Guide to the LGPS

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 allowance Factsheet

Annual Benefit Statement Guide - 2022 - for active members

BHCC - LGPS update - 26 July 2023

Lifetime allowance - June 2022

McCloud - member factsheet

The impact of changing job roles on your pension

Planning for retirement guide

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

Active member survey 2023 - results summary

Active member survey - question by question results

Active member survey - June 2022

Deferred (no longer paying in) member survey 2023 - results summary

Deferred (no longer paying in) member survey - question by question results

Pensioner survey - April 2023

Pensioner survey - July 2022