Ill health retirement and serious ill health retirement forms

Members must provide detailed personal information, medical reports supporting their health condition, and relevant employment details. Your employer will be able to provide you with this form to complete. Once we receive your application form, we’ll contact you to provide the details of a member of our team who will support you with your application and arranging the payment of your benefits. Our guide includes a summary of the application form that you need to complete. If you’re eligible for Tier 2 ill health pension benefits and you’re a member of the 2015 Scheme, you’ll be entitled to Tier 1 benefits plus one-half of your prospective membership up to the Scheme’s normal pension age.

AW33 – Application for Consideration for Ill Health Retirement for Active Members

• If you are terminally ill you may take your benefits immediately as a lump sum.
• We may grant a reassessment if it has not been possible from the outset to tell if your ongoing treatment will assist with your recovery or your ability to complete work in the general field of employment.
• If you think ill-health retirement applies to you, please read the Guide to Ill-Health Retirement and complete form AW33 available from the Scheme Forms section of this website but you must be leaving work solely because of permanent ill-health.
• More information can be found on the HSC Injury Benefit Guide.

Ill health pensions are increased each April in line with increases in the Consumer Price Index(CPI). If dismissed for any other reason you cannot qualify for an ill-health pension. In particular, Part C of the AW33E which is required to be completed by the Occupational Health Doctor.

Applying for your pension

You can find more information in our member ill health retirement benefits guide and on our re-employment webpage. For ill‑health retirement benefits, ‘permanently incapable’ means unable to work until the Scheme’s normal pension age. The “Ill health-AW33E” form is a crucial document used primarily for applying for ill health retirement benefits within the NHS, allowing members to access their pension early due to health conditions. To be বাংলা বিট considered for ill health pension benefits, you and your employer will need to complete an AW33E application form. If you qualify for ill health pension benefits, you must complete the retirement benefits claim form (AW8) to request payment of these benefits. If your application for ill health benefits is approved, you will then need to submit the retirement benefits claim form (AW8) to PCSE via the Contact Us form.

Members with deferred HSC Pension Service benefits

This form is integral in determining eligibility for different tiers of benefits, helping assess whether a member’s health condition severely limits their ability to perform their role. We will review the form to check it is fully completed, add the required information and send it to NHS Pensions for their medical advisors to assess. If you become too ill to work, and have not reached normal pensionable age, you may be able to retire and take your pension benefits.

A separate scheme covers HSC Staff and Practitioners (whether they are in the HSC Pension Scheme or not) for injuries or diseases contracted in the course of work. Please see the Terminal Ill-Health Factsheet for more information. If you are terminally ill you may take your benefits immediately as a lump sum.

To qualify for a Tier 1 ill‑health pension, you must be permanently unable to carry out the responsibilities of your role. To be eligible for ill health retirement, your ill health must be one of the reasons you are leaving work. The tier you receive will depend on how serious your condition is and whether you may be able to work in the future. Following the review of the HSC Injury Benefit Scheme, a new Injury Allowance scheme will be introduced on 31 May 2013. More information can be found on the HSC Injury Benefit Guide. The Injury Benefit Scheme can provide temporary or permanent payments to you or your dependants if you are absent from work, unable to earn as much or die as a result of the injury or disease.

However, if their life expectancy is less than 12 months, they can choose to receive their retirement benefits as a one-off lump sum. It is vital for applicants to provide truthful, complete, and precise information to avoid such penalties. Failing to provide these attachments can result in the application being deemed incomplete. Each stage ensures that the applicant’s case is robustly supported by medical evidence and employment impact details. This form requires careful attention to ensure all sections are accurately filled out, as incomplete or incorrect submissions could delay the application process.

If you are a deferred member and you become too ill to undertake regular employment before your normal pension age, you may able to take your pension early without reduction or any enhancement. The minimum pension age does not apply in the case of ill health retirement. There are two tiers of Ill health retirement and the benefits you get will depend on whether or not you are capable of undertaking employment elsewhere.