Employer forms and Excel spreadsheets

These forms are for employers. Here you can download the forms you need

Download: Cessation Leavers Form

Download: Change of circumstance

Download: Employer Pension Estimate Request Form 
Note: 
If you are retiring an employee on redundancy (or allowing them to take flexible retirement before 60 with your agreement to pay the costs of it), you are likely to incur a cost, as your employee’s benefits are being paid out on their redundancy / flexible retirement rather than at their normal pension age.

Download: Ill Health Form - Employees

Download: Ill Health Form - Deferred after 31 March 2014

Download: Ill health Form Deferred from 1 April 2008 to 31 March 2014

Download: Ill health Form Deferred from 1 April 1998 to 31 March 2008

Download: Ill health Form Deferred before 1 April 1998

Download: Pension Starter Form

Download: Tier 3 Ill Health Review Form

These Excel spreadsheets are for employers. Here you can download the Excel spreadsheets you need

Download: Address changes

Download: Contribution remittance 2020 2021 PCF1

Download: Employer Contacts

Download: End of year return 2020 and End of year return 2020 notes

Download: Hour changes

Download: Monthly CARE posting January 2019 please also refer to its completion notes

Download: Transfers of staff between WPF employers including academy conversions (Excel) and our guidance notes (PDF)