This depends on if you have access to Pensions Online (POL).
Access to POL
You must complete an ‘SD55 Terminating a period of membership’.
Read more information on submitting the form on our website.
No access to POL
You must complete the ‘Leaver Excel spreadsheet’.
This must be emailed to directionbodies@nhsbsa.nhs.uk.
If there’s an award application pending for the member, you must add ‘Award Pending’ in the subject header.
Member’s retiring
If the members retirement date falls within the following scheme year, you must complete any annual updates to the end of the current scheme year.
Read more information on how to submit annual updates.
If you’re submitting the information before the member is retiring, you must estimate the figures up to their retirement date.