Form AFPS Form 1
Part A – Service and Personal Details
Q1. Unit phone number
Part A – Service and Personal Details
Q2. Rank Initials Surname (in block capitals)
Part A – Service and Personal Details
Q3. Service number
Part A – Service and Personal Details
Q4. Title (Mr, Mrs, Miss, Ms, Rev, Dr)
Part A – Service and Personal Details
Q5. Trade or Specialist Qualification
Part A – Service and Personal Details
Q6. National Insurance number (on JPA self-service user)
Part A – Service and Personal Details
Q7. Date of Birth DD/MM/YY
Part A – Service and Personal Details
Q8. Termination Date DD/MM/YY
Part A – Service and Personal Details
Q9. Reason for leaving (tick the appropriate box)
Options: End of engagement; Early release; Medical; Redundancy
Part A – Service and Personal Details
Q10. Contact address on leaving the Armed Forces. All communications will be sent to this address.
Part A – Service and Personal Details
Q11. Address (this should be your private address)
Part A – Service and Personal Details
Q12. Postcode
Part A – Service and Personal Details
Q13. Phone number
Part A – Service and Personal Details
Q14. Mobile number
Part A – Service and Personal Details
Q15. Email address (personal)
Part B(i) – Payment of Pension Benefits
Q16. I am not entitled to any Immediate Benefits Go to Part O
Options: I am not entitled to any Immediate Benefits
Part B(i) – Payment of Pension Benefits
Q17. I am claiming Immediate Benefits Go to Part B(ii)
Options: I am claiming Immediate Benefits
Part B(ii) – Aggregation
Q18. I wish to aggregate my AFPS 75/AFPS 05 pension benefits Go to Part D
Options: I wish to aggregate my AFPS 75/AFPS 05 pension benefits
Part B(ii) – Aggregation
Q19. I do not wish to aggregate my AFPS 75/AFPS 05 pension benefits Go to Part D
Options: I do not wish to aggregate my AFPS 75/AFPS 05 pension benefits
Part B(ii) – Aggregation
Q20. Aggregation is not applicable to my pension Go to Part D benefits
Options: Aggregation is not applicable to my pension
Part C - 2015 Remedy – AFCS – Guaranteed Income Payment (GIP)
Q21. I have been awarded compensation from AFCS at a Tariff Level between 1 and 11
Options: Yes; No
Part C - 2015 Remedy – AFCS – Guaranteed Income Payment (GIP)
Q22. I have been awarded or am entitled to a GIP from AFCS
Options: Yes; No
Part D - 2015 Remedy
Q23. a) I am not in scope for 2015 Remedy Go to Part E
Options: a) I am not in scope for 2015 Remedy
Part D - 2015 Remedy
Q24. b) I am in scope for 2015 Remedy, and I am currently appealing my ill health Tier decision Go to Part D(i)
Options: b) I am in scope for 2015 Remedy, and I am currently appealing my ill health Tier decision
Part D - 2015 Remedy
Q25. c) I am in scope for 2015 Remedy, and I have not yet received my RSS, or I have received my RSS with less than 6 months before my final date, and need time to make my election Go to Part D(ii)
Options: c) I am in scope for 2015 Remedy, and I have not yet received my RSS, or I have received my RSS with less than 6 months before my final date, and need time to make my election
Part D - 2015 Remedy
Q26. d) I am in scope for 2015 Remedy, and I have received my RSS and wish to make an election Go to Part D(iii)
Options: d) I am in scope for 2015 Remedy, and I have received my RSS and wish to make an election
Part D(i) - 2015 Remedy - Ill Health Appeal
Q27. I am in scope for 2015 Remedy, and I am currently appealing my ill-health Tier decision Sign below, then go to Part E
Part D(i) - 2015 Remedy - Ill Health Appeal
Q28. I acknowledge that legacy benefits will be paid until my appeal has been concluded and I will then be required to submit my election. Failure to complete an election form before the end of my election period could result in me not being able to change my benefits.
Part D(i) - 2015 Remedy - Ill Health Appeal
Q29. I am choosing to make my election before my appeal or complaint is concluded. I understand my election cannot be changed if my Tier award is amended.
Part D(ii) - 2015 Remedy - RSS not received or further time is required to make election
Q30. I am in scope for 2015 Remedy, and I have not yet received my RSS. Sign below, then go to Part E
Part D(ii) - 2015 Remedy - RSS not received or further time is required to make election
Q31. I have received my RSS with less than 6 months before my final date and need time to make my election. Sign below, then go to Part E
Part D(ii) - 2015 Remedy - RSS not received or further time is required to make election
Q32. I understand that Legacy Benefits will be applied for the Remedy period (1 April 2015 to 31 March 2022). I will submit my election once I receive my RSS to confirm if I wish to continue receiving Legacy benefits or if I wish to change to AFPS15 or RGPS15 benefits for the Remedy period. Failure to complete an election form before the end of my election period could result in me not being able to change my benefits.
Part D(iii) - 2015 Remedy Election - I have received my RSS
Q33. Legacy pension scheme benefits I wish to receive Legacy Armed Forces Pension benefits for the Remedy period (1 April 2015 to 31 March 2022). Sign below, then go to Part E
Part D(iii) - 2015 Remedy Election - I have received my RSS
Q34. AFPS15 or RGPS15 benefits I wish to receive AFPS15 or RGPS15 benefits for the Remedy period (1 April 2015 to 31 March 2022). Sign below, then go to Part E
Part E - Armed Forces Pension Schemes Application Form
Q35. AFPS15 or RGPS15 with AFPS75 or RGPS75 accrued rights Complete parts F, I, J, K, L, M, N, O, P, Q, R & S
Part E - Armed Forces Pension Schemes Application Form
Q36. AFPS15 with AFPS05 accrued rights, FTRS97, NRPS and MPGS Complete parts G, I, J, K, L, M, N, O, P, Q, R & S
Part E - Armed Forces Pension Schemes Application Form
Q37. AFPS15 with accrued rights in RFPS05 Complete parts H, I, J, K, L, M, N, O, P, Q, R & S
Part E - Armed Forces Pension Schemes Application Form
Q38. AFPS15 or RGPS15 Complete parts I, J, K, L, M, N, O, P, Q, R & S
Part F – AFPS15 or RGPS15 with AFPS75 or RGPS75 accrued rights
Q39. I want to commute under Resettlement Commutation Yes - complete box a or b No - go to Part I
Options: Yes; No
Part F – AFPS15 or RGPS15 with AFPS75 or RGPS75 accrued rights
Q40. a) The maximum allowed Yes b) The following amount £
Options: a) The maximum allowed; b) The following amount
Part G – AFPS15 with 05 accrued rights
Q41. I want to apply for Inverse Commutation Yes No
Options: Yes; No
Part G – AFPS15 with 05 accrued rights
Q42. I wish to convert the following amount of my lump sum to increase my annual pension (in multiples of £100) £
Part G – AFPS15 with 05 accrued rights
Q43. I wish to convert the following amount of my lump sum to increase my annual pension and that of my dependant (in multiples of £100) £
Part G – AFPS15 with 05 accrued rights
Q44. I have allocated a portion of my pension to a dependant who is financially dependent on me and have completed AFPS Form 3 and, if necessary, AFPS Form 3A Yes No
Options: Yes; No
Part H – Application for Inverse Commutation of Pension (RFPS05 only)
Q45. I want to apply for Inverse Commutation Yes No
Options: Yes; No
Part H – Application for Inverse Commutation of Pension (RFPS05 only)
Q46. I wish to convert the following amount of my lump sum to increase my annual pension (in multiples of £100) £
Part H – Application for Inverse Commutation of Pension (RFPS05 only)
Q47. I wish to convert the following amount of my lump sum to increase my annual pension and that of my dependant (in multiples of £100) £
Part I – AFPS15 or RGPS15
Q48. I want to Inversely commute my full EDP lump sum Yes No
Options: Yes; No
Part I – AFPS15 or RGPS15
Q49. I want to postpone my pension Yes No
Options: Yes; No
Part I – AFPS15 or RGPS15
Q50. I want to postpone my pension until (insert date)
Part I – AFPS15 or RGPS15
Q51. I am between age 55 and 60 and wish to receive an Early Immediate Pension (Actuarially Reduced) and I understand that this will be payable from the day after my service has ended. Yes No
Options: Yes; No
Part I – AFPS15 or RGPS15
Q52. I have allocated a portion of my pension to a dependant who is financially dependent on me and have completed AFPS Form 3 and, if necessary, AFPS Form 3A Yes No
Options: Yes; No
Part J – AFPS15 - Application to Commute Part of Pension
Q53. 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 J – AFPS15 - Application to Commute Part of Pension
Q54. I want to commute my pension to raise: The following lump sum The maximum lump sum allowed £ which is less than the maximum
Options: The following lump sum; The maximum lump sum allowed
Part K – Retirement lump sums
Q55. Do you intend to use any part of your lump sum to fund (i) Yes No additional pension contributions to any other pension scheme?
Options: Yes; No
Part K – Retirement lump sums
Q56. (ii) Does your pension lump sum exceed £7,500? Yes No
Options: Yes; No
Part K – Retirement lump sums
Q57. (iii) Does the amount you have invested/are investing exceed 30% of your retirement lump sum? Yes No
Options: Yes; No
Part L – Payment of pension immediately on leaving the Armed Forces
Q58. Do you have any other pension(s) in payment currently or any pensions that are due to be paid in the future? Yes No
Options: Yes; No
Part L – Payment of pension immediately on leaving the Armed Forces
Q59. Name of pension scheme Date payment started or due to start LTA percentage Gross lump sum Amount of lump sum allowance
Part L – Payment of pension immediately on leaving the Armed Forces
Q60. Name of pension scheme Date payment started Current amount of yearly pension
Part M
Q61. I have requested a Transitional Tax-Free Amount Certificate from another pension scheme Yes No
Options: Yes; No
Part M
Q62. I have sent you a copy of the Transitional Tax-Free Amount Certificate Yes No
Options: Yes; No
Part N
Q63. I have obtained Individual, Enhanced, Primary or Fixed Protection from HMRC Yes No
Options: Yes; No
Part N
Q64. I have sent you a copy of the Protection Certificate Yes No
Options: Yes; No
Part O – Bank Account details
Q65. Full name and address of bank/building society account Postcode Account name Account number Roll number Sort code
Part R – Consent for email correspondence
Q66. Do you wish to correspond via email? Yes No
Options: Yes; No
Part S – Signature of applicant
Q67. Signature of applicant
Part S – Signature of applicant
Q68. Date