Form AFPS Form 8
Part A – Your details
Q1. Rank
Part A – Your details
Q2. First name
Part A – Your details
Q3. Surname
Part A – Your details
Q4. Service number
Part A – Your details
Q5. If you have changed your name since leaving service, please provide supporting documentation. For example, a copy of your marriage certificate/deed poll, showing your change of name. Copies only, please do not send originals.
Part A – Your details
Q6. Title (Mr. Mrs, Miss, Ms, Dr, Rev)
Part A – Your details
Q7. National Insurance number
Part A – Your details
Q8. Date of Birth
Part A – Your details
Q9. Contact address. All communications will be sent to this address.
Part A – Your details continued
Q10. Telephone number
Part A – Your details continued
Q11. Email address
Part B – Application for Pension Benefits
Q12. My pension is subject to a Pension Sharing Order Yes No
Options: Yes; No
Part B – Application for Pension Benefits
Q13. Please ensure that you also complete the Early due to ill-health EPPP Annex B-C form and submit this along with your AFPS Form 8.
Part B – Application for Pension Benefits
Q14. I wish to claim AFPS75 / RGPS75 / FTRS97 / NRPS Pension/lump sum Age 60 having completed reckonable service before 5 April 2006
Part B – Application for Pension Benefits
Q14a. Age 60 plus early payment of age 65 benefits actuarially reduced having served after 5 April 2006
Part B – Application for Pension Benefits
Q14b. Age 65 full entitlement having served after 5 April 2006
Part B – Application for Pension Benefits
Q14c. FTRS97 ONLY AGE 65 ELEMENT
Part B – Application for Pension Benefits
Q15. I wish to claim an actuarially reduced pension from (Date must between your 60th and 65th birthday)
Part B – Application for Pension Benefits
Q16. I wish to claim my AFPS05 / RFPS05 Pension Age 65 benefits/lump sum
Part B – Application for Pension Benefits
Q17. I wish to claim an actuarially reduced pension from (Date must between your 55th and 65th birthday)
Part B – Application for Pension Benefits
Q18. Note: This part should only be completed if you are claiming preserved entitlement to an AFPS 15 pension. This part must be completed within 6 months of your pension becoming payable i.e. at State Pension Age.
Part B – Application for Pension Benefits
Q19. I want to commute my AFPS 15 pension to raise a tax-free lump sum. I understand that I shall raise £12 for every £1 of pension that I give up. The maximum amount I can raise is 25% of the value of my pension.
Part B – Application for Pension Benefits
Q20. I want to commute my pension to raise: The following lump sum
Part B – Application for Pension Benefits
Q21. The maximum lump sum allowed £ which is less than the maximum
Part B – Application for Pension Benefits
Q22. I wish to claim AFPS15 or RGPS15, benefits having reached State Pension Age
Part B – Application for Pension Benefits
Q23. I wish to claim an actuarially reduced Pension from (Date must between your 55th birthday and State Pension Age)
Part B – Application for Pension Benefits
Q24. To delay payment beyond State Pension Age until
Part C – Armed Forces Compensation Scheme (AFCS) / Guaranteed Income Payment (GIP)
Q25. I have been awarded compensation from AFCS at Tariff Level between 1 and 11
Options: Yes; No
Part C – Armed Forces Compensation Scheme (AFCS) / Guaranteed Income Payment (GIP)
Q26. I have been awarded or am entitled to a GIP from AFCS
Options: Yes; No
Part D – Bank Account Details
Q27. I would like my Pension, and any lump sum paid into my account.
Options: UK Bank Account/Building Society; Overseas Bank Account (see note below)
Part D – Bank Account Details
Q28. Full name and address of Bank/Building Society
Part D – Bank Account Details
Q29. Name(s) of account holder
Part D – Bank Account Details
Q30. Account number
Part D – Bank Account Details
Q31. Building Society roll number
Part D – Bank Account Details
Q32. Sort code
Part E - Important note - Please read as this may impact on your future financial well-being
Q33. Do you intend to use any part of your lump sum to fund additional pension contributions to any other pension scheme?
Options: Yes; No
Part E - Important note - Please read as this may impact on your future financial well-being
Q34. Is your pension lump sum less than £7,500?
Options: Yes; No
Part E - Important note - Please read as this may impact on your future financial well-being
Q35. Does the amount you have invested/are investing exceed 30% of your retirement lump sum?
Options: Yes; No
Part F – Payment of Other Pension(s)
Q36. Do you have any other Pension(s) currently in payment or any that are due to be paid on or before your Armed Forces award date?
Options: Yes; No
Part F – Payment of Other Pension(s)
Q37. Please fill in these boxes for any pensions put into payment after 06 April 2006 only. Please ensure any other pensions you are due to claim are listed below.
Part F – Payment of Other Pension(s)
Q38. Name of pension scheme Date payment LTA percentage Gross lump sum Amount of lump sum allowance
Part F – Payment of Other Pension(s)
Q39. Please fill in these boxes for any pensions put into payment before 06 April 2006 only.
Part F – Payment of Other Pension(s)
Q40. Name of pension scheme Date payment Current amount of yearly pension
Part G
Q41. I have requested a Transitional Tax-Free Amount Certificate from another pension scheme
Options: Yes; No
Part G
Q42. I have sent you a copy of the Transitional Tax-Free Amount Certificate
Options: Yes; No
Part H
Q43. I have obtained individual enhanced, Primary or Fixed Protection from HMRC
Options: Yes; No
Part H
Q44. I have sent you a copy of the Protection Certificate
Options: Yes; No
Part K – Consent for email correspondence
Q45. I authorise Veterans UK of the MOD to use email whenever possible in its correspondence with me via my nominated email address shown on the front of this claim form. I accept that the information may include my personal details excluding bank account numbers, National Insurance number, medical details and any other information that could compromise my identity.
Options: Yes; No
Part K – Consent for email correspondence
Q46. I understand that correspondence transmitted by email may be open to abuse because it is transmitting over an unsecured network. I accept that the MOD will not be liable for any loss, interception or unauthorised use of information transmitted this way. I am content for Veterans UK to correspond with me from the email address shown at the front of this claim form.
Options: Yes; No
Part L – Signatures of Applicant and Witness
Q47. Signature of Applicant
Part L – Signatures of Applicant and Witness
Q48. Date
Part L – Signatures of Applicant and Witness
Q49. Witness – I certify that the person named at Part A has signed this form in my presence
Part L – Signatures of Applicant and Witness
Q50. Title
Part L – Signatures of Applicant and Witness
Q51. Surname
Part L – Signatures of Applicant and Witness
Q52. First name
Part L – Signatures of Applicant and Witness
Q53. Address
Part L – Signatures of Applicant and Witness
Q54. Signature of Witness
Part L – Signatures of Applicant and Witness
Q55. Date