NHS Pensions - Consideration of entitlement to ill health ...

1 1SD /EA RefEA Code NHS Pensions - Consideration of entitlement to ill health retirement benefits (AW33E)Important: Please complete this form in BLACK INKPART A To be completed by the Employing AuthorityPART B To be completed by the MemberPART C To be completed by the Occupational health Doctor - where this is not possible, the report can be completed by your GP / Specialist Guidance for membersThe NHS Pension Scheme provides two levels of ill health retirement benefits, which are dependent on the severity of your condition and the likelihood of you being able to work qualify for ill health retirement benefits you must.

2 Have at least two years' qualifying membership not have attained Normal Pension Age retire from pensionable employment because of illness or injury, and be permanently incapable of efficiently carrying out the duties of your employment because of illness or injury - Tier 1 pension, or be permanently incapable of engaging in regular employment of like duration because of the illness or injury - Tier 2 pension .Tier 1 pensionIf you are assessed as being permanently incapable of carrying out the duties of your own job you will be entitled to the early payment of the retirement benefits you have earned to date without any reduction for the early 2 pensionIf you are assessed as being permanently incapable of regular employment of like duration and you are a member of the 1995/2008 section of the NHS Pension Scheme you will be entitled to the retirement benefits you have earned to date enhanced by 2/3rds of your prospective membership up to reaching the Scheme's Normal

3 Pension you are a member of the 2015 Scheme you will be entitled to benefits you have earned to date plus a pro rata enhancement based on half your prospective pension to the Scheme s Normal Pension Age. This is called the Tier 2 additionGuidance for members who have opted out of the NHS Pension SchemeTo qualify for ill health retirement benefits you must: have at least two years' qualifying membership not have attained Normal Pension AgeNHS PensionsPO Box 2269 BoltonBL6 Member Helpline: 0300 330 1346 Employer Helpline: 0300 330 1353 Ill health -AW33E-20190717-(V18)2 retire from employment because of illness or injury, and have a physical or mental infirmity that makes you permanently incapable of efficiently carrying out the duties of your NHS job.

4 If you are assessed as being permanently incapable of carrying out the duties of your own job you will be entitled to the early payment of the retirement benefits you have earned to date without any reduction for the early the purpose of ill health retirement benefits the following expressions mean: Scheme's Normal Pension Age: age 60 years in the 1995 Section, age 65 in the 2008 Section and State Pension Age, or age 65 if this is higher, for members of the 2015 Scheme. Retires from pensionable employment: your employment must be terminated on grounds of ill health .

5 Permanently incapable: through your medical condition, subject to appropriate medical treatment, you will not be able to return to NHS work before the Scheme's Normal Pension Age. Efficiently discharging the duties: producing the result required efficiently. Your employment for Tier 1 pension: the post or posts to which your contract of employment relates. Regular employment for Tier 2 pension: in addition to being permanently incapable of your own NHS job, you must be permanently incapable of regular employment in the general field of employment of like duration to your NHS job, that is either whole time or part time.

6 Appropriate medical treatment: such medical treatment as it would be normal to receive in respect of the condition(s) giving rise to your application for ill health retirement will require the submission of a report on your health which will be provided by your employer's Occupational health Doctor at Part C of this form. Our Medical Advisers may also take account of information obtained from your own General Practitioner or Consultant medical specialist. However, any costs or fees for providing these reports are your Medical Advisers will make a recommendation based on the evidence provided in this application and will not routinely seek further medical evidence.

7 When completed, this application form must be sent by the Occupational health Doctor to NHS be aware that paper applications and any associated medical evidence enclosures will be confidentially destroyed shortly after the documents have been digitally scanned. Whilst we do require submission of an original application, we are happy to consider copies of any additional medical evidence enclosures where you wish to retain the original you qualify for ill health pension benefits you must complete the retirement benefits claim form (AW8) to request payment of these could be subject to a tax charge if there is a large increase in your NHS pension benefits in the tax year your ill health benefits are paid.

8 For more information visit and You may wish to consider taking tax advice if you think you may be note:If you have deferred pension benefits in either the 1995/2008 Section or the 2015 Scheme you may need to make separate applications for Consideration of entitlement to benefits. Further information is available on our website at: Members with deferred pension benefits need to make their application using Form AW240 (available on our website) as this form (AW33E) will be used for the Consideration of entitlement to ill health pension benefits for your non deferred membership provide details of the ( Mr, Mrs, Miss, Dr) Gender.

9 Male FemaleSurname (please use CAPITAL letters)Other namesDate of birth VerifiedNational Insurance numberJob title Guidance for employers - NHS staff groups and codes Allied health Professionals / Healthcare Scientists / Scientific and Technical (AfC Grade)1. Occupational therapy 2. Physiotherapy 3. Radiography 4. Pharmacy5. Clinical psychology 6. Psychotherapy 7. Arts therapy 8. Other qualified health professionals (chiropody, podiatry, dietetics, speech & language therapy, complementary therapy)9. Other qualified scientific and technical or healthcare scientist (haematology; clinical biochemistry; microbiology) 10.

10 Support to allied health professionals (support worker; therapy helper; therapy assistant or student) 11. Support to scientific and technical healthcare scientists (technicians; assistants or students)Medical 1. Consultant 2. In training (eg. Foundation Y1 & Y2, SIRs (inc FTSTAs & LATs), SHOs, SpRs / SpTs / GPRs) 3. Practitioners (a. Principal; b. Salaried; c. Locum; ; 4. Other (eg. Staff & Associate Specialists / Non-consultant Career Grade; Staff Grade; Clinical Assistant) Dental 1.)