Description
The webpage attached provides a host of forms for veterans to use when claiming an Armed Forces Pension.
These forms include:
- Armed Forces Pension application form
- Opting in/out of the Armed Forces Pension Scheme
- Nomination of Death Benefit and allocation of pension
- Divorce / Dissolution
- Children’s pension/allowance reviews
- Paying more into your pension
- Commutation of your pension
- AFPS forecast requests
- Claim for payments
- Early Payment of Preserved Pension benefits (EPPP)
- Scheme Pays
- Veterans UK AFPS forms and insurance declaration form
These forms and what they cover have been explained in more detail below:
Armed Forces Pension application form
- If you are eligible and need to apply for an Armed Forces Pension, please complete and return this form by post. This must be completed whilst serving, 6 months prior to discharge.
Opting in/out of the Armed Forces Pension Scheme
- A form if you wish to opt out of or opt back in to your Armed Forces Pension Scheme
Nomination of Death Benefit and allocation of pension
- If you wish to nominate an organisation or a person (who is not your spouse, or partner) for death benefit or revoke any previous nominations, please complete the form titled 'Nomination/Revocation of death benefit (AFPS05/RFPS05/AFPS15) (Form 2)'.
- If you want to allocate a portion of your pension to a financial dependant or remove an existing dependant, please complete the form titled 'Allocation of pension continuation sheet (AFPS05/RFPS05/AFPS15) (Form 3A)'. Please note: this form must be submitted at least 6 months before a payment is due to be made. you can allocate up to 37.5% of your pension, so that after you die one or more nominated dependants can receive an income for life.
- If you want to allocate a portion of your pension to an additional financial dependant, please complete 'Allocation of pension (AFPS05/RFPS05/AFPS15) (Form 3)'
Divorce / Dissolution
- If you want an assessment of pension or cash equivalent valuation for a divorce or dissolution of civil partnership, please complete the form titled 'Divorce / Dissolution request form (form 19)'
Children’s pension/allowance reviews
- Payment of a children’s pension from the Armed Forces Pension Scheme (AFPS) or an allowance from the Armed Forces Compensation Scheme (AFCS) is subject to review at the age when the benefit will stop. If the child continues in education, the pension or allowance can be extended. To carry out this review, complete 'Children's pension/allowance reviews (AFPS Form 373)'.
Paying more into your pension
-
If you want to increase your AFPS by purchasing added years/days, please complete and return the form titled 'AVCs added years authorisation and disclaimer by member (AFPS 75) (Form 5)' by post. Please note added years can be bought as whole or part years by making a regular contribution. Contributions are limited to 15% of pensionable earnings.
-
If you want to request a quote for Added Pension, please complete and return the form titled 'Added pension quotation application (AFPS 15) (Form 6)' by post.
-
If you want to purchase Added Pension, please complete and return the form titled 'Added pension purchase / cancellation (AFPS15)' (Form 6A) by post.
Commutation of your pension
- If you want to commute/ inversely-commute your pension, please complete and return this form the form titled 'Commutation Options (AFPS15/AFPS05/RFPS) (Form 9)'. Please note: within 6 months of the pension coming into payment you can apply to exchange all or part of the lump sum for an increase in pension (certain conditions apply).
AFPS forecast requests
- If you want to request a pension forecast please complete and return the form titled 'Active serving pension forecast request (Form 12)' by post.
- If you want to request a preserved pension forecast please complete and return the form titled 'Out of service preserved pension forecast request (Form 14)' by post.
- If you want to request a former spouse pension credit forecast please complete and return the form titled 'Former spouse pension credit forecast request (Form 18)' by post.
Claim for payments
- If you want to claim for a preserved pension payment, please complete and return the form titled 'AFPS Preserved Pension Application (Form 8)'. Please note: preserved pensions are normally paid from pension benefit age (currently age 65), but are not paid automatically and have to be claimed.
Early Payment of Preserved Pension benefits (EPPP)
- Those who have a preserved pension and lump sum entitlement not payable until age 60/65/State Pension Age
- Those in receipt of an immediate pension who have preserved pension increases payable from age 55
Please ensure you also complete an AFPS Form 8 (AFPS Preserved Pension Application), selecting the box to claim your benefits early due to ill-health.
-
If you want to claim for a preserved pension benefit payment early due to ill health, please also complete the form titled 'Early Payment of Preserved Pension benefits Annex B-C' and return this form by post.
-
If you want to claim for a former spouse pension credit payment, please complete and return the form titled 'Claim for payment of former spouse pension credit (Form 8A)' by post.
Request for former spouse pension attachment/earmarking order payment
- If you are a former spouse and are claiming payment of sums due under a pension earmarking or attachment order, please complete the form titled 'AFPS Form 20 - Request for former spouse pension attachment-earmarking order payment.' Return this form by post.
Scheme Pays
- Use this form if you want Veterans UK to pay all or part of your tax charge to HMRC, please complete and return the form titled 'Scheme pays notification of final decision (Form 17)' by post.
Veterans UK AFPS forms and insurance declaration form
- Life and personal accident declaration form for service personnel. Please complete the form titled 'Veterans UK AFPS Forms and Insurance Declaration'
About Gov UK
The Ministry of Defence website provides information on military veteran policies, healthcare, housing, records, pensions and more.