Retirement declaration form
You need to provide us with information and options for your retirement before we can process your retirement benefits under the Local Government Pension Scheme (LGPS).
HM Revenue and Customs (HMRC) require us to check if the total amount of benefits due to you from all registered pension schemes exceeds a Lifetime Allowance set by HMRC, as tax charges may apply.
To do this we need you to declare your entitlement to any other benefits. Before your LGPS benefits can be paid, you must complete and return the declaration form enclosed with these notes.
The notes explain the information you need to give on the form.
Please complete the form not earlier than 3 months before your intended retirement date.