Form AFPS Pen Form 8A
Part A – Your Details
Q1. First Name Surname
Part A – Your Details
Q2. National Insurance Number Service number
Part A – Your Details
Q3. Date of Birth
Part A – Your Details
Q4. Address
Part A – Your Details
Q5. Postcode
Part A – Your Details
Q6. Telephone Number
Part A – Your Details
Q7. Email Address
Part B – Application for Pension Credit
Q8. I wish to claim my Pension Credit and any lump sums Age 60/65
Part B – Application for Pension Credit
Q9. I wish to claim an actuarially reduced Pension Credit from (Date given must be between your 55th and 60/65th Birthday). (If no date is provided then claim date will be age 55 or date of receipt of application)
Part B – Application for Pension Credit
Q10. I wish to claim my Pension Credit and any lump sums Age 65
Part B – Application for Pension Credit
Q11. I wish to claim an actuarially reduced Pension Credit from (Date given must be between your 55th and 65th Birthday). (If no date is provided then claim date will be age 55 or date of receipt of application)
Part B – Application for Pension Credit
Q12. I wish to claim my Pension Credit having reached State Pension Age
Part B – Application for Pension Credit
Q13. I wish to claim an actuarially reduced Pension Credit from (Date must between your 55th birthday and State Pension Age) (If no date is provided then claim date will be age 55 or date of receipt of application)
Part B – Application for Pension Credit
Q14. I wish to delay my Pension Credit beyond State Pension Age until %
Part C - Bank Account Details
Q15. I would like my Pension and any lump sums paid into this account.
Part C - Bank Account Details
Q16. UK Bank Account / Building Society Overseas Bank Account (See note below)
Options: UK Bank Account; Overseas Bank Account
Part C - Bank Account Details
Q17. Full Name and Address of Bank/Building Society
Part C - Bank Account Details
Q18. Postcode
Part C - Bank Account Details
Q19. Name(s) of Account Holder
Part C - Bank Account Details
Q20. Account Number
Part C - Bank Account Details
Q21. Building Society/Roll Number
Part C - Bank Account Details
Q22. Sort Code
Part D – Important note - Please read as this may impact on your future financial well-being.
Q23. 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 D – Important note - Please read as this may impact on your future financial well-being.
Q24. Is your pension lump sum less than £7,500?
Options: Yes; No
Part D – Important note - Please read as this may impact on your future financial well-being.
Q25. Does the amount you have invested/are investing exceed 30% of your retirement lump sum?
Options: Yes; No
Part E – Details of Other Pension Entitlements
Q26. Do you currently have any other pension(s) in payment or have any pensions that are due to be paid in the future?
Options: Yes; No
Part E – Details of Other Pension Entitlements
Q27. Please fill in these boxes for any pensions put into payment after 06 Apr 2006 only Name of pension Date payment LTA Gross annual percentage pension payment due to start amount
Part E – Details of Other Pension Entitlements
Q28. Please fill in these boxes for any pensions put into payment before 06 Apr 2006 only Name of pension Gross annual amount Ref number Date payment started scheme currently in payment
Part F
Q29. I have obtained Individual, Enhanced, Primary or Fixed Protection from HMRC
Options: Yes; No
Part F
Q30. I have sent you a copy of the Protection Certificate
Options: Yes; No
Part I - Consent for email correspondence
Q31. 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 this 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 I - Consent for email correspondence
Q32. 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 I - Consent for email correspondence
Q33. Do you wish to correspond via email?
Options: Yes; No
Part J – Signatures of Applicant and Witness
Q34. Signature of Applicant Date
Part J – Signatures of Applicant and Witness
Q35. Witness - I certify that the person named at Part A, has signed this form in my presence. Title Address Surname First name Postcode Signature of Witness Date