Member forms

All in one place

Click on the title of the form you need, fill-in the PDF, save it, then send it to the relevant office.

For those that need to go to us at Gloucestershire Pension Fund, you can email them to pensions@gloucestershire.gov.uk.

You can upload some of these forms directly to the Engage portal

Some forms will need to be sent directly to your employer's payroll office.

When you join the LGPS

There are two essential forms, known as the starter pack, that you will need to complete immediately. Your employer should supply these to you.

Pension starter and service history form

Complete this form to provide us with your personal details, and to request transfers of previous schemes.

If you are a member and have not yet completed this form, please complete it and send it to us. For us to action any aggregation elections or to investigate any transfers, it needs to be completed and sent to us.

Expression of wish form for death grants

Complete this form to express your wish of who you would like to receive any lump sum grant payable from the Fund, in the event of your death. We strongly encourage you to complete this information. (Bear in mind that completion of this form outlines your preference, yet the final decision on who should receive any death grant rests with the Fund.)

You can also complete this information via the Engage portal .

Adjusting your contributions

50:50 contribution flexibility form

Complete this form to opt for the 50:50 section or to return to the main section of the scheme.

Please do not attempt to upload this form onto the Engage portal.

Going into retirement

Retirement action form

Active members
You only need to complete this form immediately after leaving your employment, if you wish to claim retirement benefits from your active membership. Your employer should provide this form to you at the appropriate time.

Deferred members
If you're no longer employed and have deferred your pension, complete this form when you're ready to claim your deferred retirement benefits.

If you leave the LGPS

Member leaver form

Complete this form if you have left your employment and you wish to do one of the following:

- Receive a refund (subject to eligibility).
- You are aged 55 or over and wish to investigate receiving your pension or you wish to transfer out your pension rights to another scheme.

Opting in or out of the LGPS

You need to send the following Opt in and Opt out forms to your payroll provider.

Opt in form

If are eligible to join the LGPS but not currently a member because you are either a casual employee or have previously opted out, complete this form and send it to your payroll provider.

Please do not attempt to upload this form onto the Engage portal.

Opt out form

If you wish to opt out of the pension scheme, you need to complete this form and send it to your payroll provider. Opting out is an important decision as you will lose out on valuable benefits - therefore we recommend you carefully read the form before taking this course of action.

Please do not attempt to upload this form onto the Engage portal.