Employer forms and Excel spreadsheets
These forms are for our employers, all of whom who have an allocated, bespoke Fund number. Information about us, like our bank details and useful reference numbers, is available from the About us area of our website. Here you can download the forms you need:
- Download: Cessation Leavers Form or our Leavers form guidance notes for employers - April 2020
- Download: Change of circumstance - February 2024
- Download: Employer Pension Estimate Request Form - September 2020
- Downlaod: Employer notification of changes form - June 2024
Note: If you are retiring an employee on redundancy (or allowing them to take flexible retirement before 60 with your agreement to pay the costs of it), you are likely to incur a cost, as your employee’s benefits are being paid out on their redundancy / flexible retirement rather than at their normal pension age.
- Download: Ill Health Form - Employees - 8 September 2022
- Download: Ill Health Form - Deferred after 31 March 2014 - March 2023
- Download: Ill health Form - Deferred from 1 April 2008 to 31 March 2014 - March 2023
- Download: Ill health Form - Deferred from 1 April 1998 to 31 March 2008 - March 2023
- Download: Ill health Form - Deferred before 1 April 1998 - March 2023
- Download: Pension Starter Form - December 2023
- Download: Tier 3 Ill Health Review Form - 20 May 2019
These Excel spreadsheets are for employers. Here you can download the Excel spreadsheets you need:
- Download: Address changes - 13 September 2019
- Download: Breaks in service from 2014 (Excel Spreadsheet) -11 January 2022
- Download: Casual hours annual (Excel Spreadsheet) - 11 January 2022
- Download: Contribution remittance 2023 2024 PCF1 and Contribution remittance 2024 2025 PCF1 - March 2024
- Download: Employer Contacts - 27 June 2019
- Download: End of year return 2024 (Excel Spreadsheet) and End of year return 2024 notes - 10 January 2024
- Download: Hour changes - 28 June 2019
- Download: Monthly CARE posting - 29 January 2019 please also refer to its completion notes - 5 February 2021
- Download: Transfers of staff between WPF employers including academy conversions (Excel) - 26 August 2020 and our guidance notes (PDF) - 13 August 2020
Note: the above spreadsheet can alternatively be used at the time of transfer to capture a full data extract of LGPS information when changing payroll provider.