The NHS Pensions Operational Finance team has fully transitioned to using a paperless system for processing claims for the re-imbursement of initial or limited survivor pension. We therefore require the FIN9 Claim form in a PDF format for audit purposes.
We have redesigned the FIN9 Claim forms in order to meet the recent process changes and the revised FIN9EA and FIN9GP forms are now available on the NHS Pensions website.
The forms are located in the Family Benefits & Life Assurance section of the Employer forms webpage on the Employer Hub.
To submit a claim for repayment of initial or limited survivor pension, please complete all required sections and return the completed FIN9 form saved in PDF format and any additional supporting information, to nhsbsa.eafinance@nhs.net
Any incomplete or older versions of the FIN9 form submitted will be returned with a request for the required additional information. Please delete/destroy all previous versions of the form you hold.
The FIN9 form should not be emailed with any Bereavement forms – these should be kept separate.
Forwarding your requests via postal services will incur a delay in making your repayment.
The benefit to employers is that this will reduce the time for the NHS Pensions Operational Finance team to receive and process your claim and improve our service to both employers and members.