Forms and guides for LGPS members

Popular forms include electing to join, opting out and expression of wishes.

Brief guide and summary of the LGPS

Option to elect to the 50/50 section of the scheme

Use 50/50 election (docx format, 69Kb) to elect to halve your contribution. Maintain scheme continuity and reduce your costs, and while paying less build up your pension at half rate. A temporary arrangement by election to your employer

If you choose to return to the main scheme use Re-join the LGPS main section form (docx format, 62Kb) to change the election.

Find out more about the implications of the 50/50 election on your pension from the members website at www.lgpsmember.org.

Elect to join the LGPS

Use the Opt In form (pdf format, 196Kb) to re-join the scheme after an earlier election to ‘opt-out’. Download, complete and send to your employer for action.

Opt out of the scheme

If you decide to opt out of the LGPS, you will need to complete the Opt Out form (pdf format, 490Kb) and send to your employer’s payroll department. We recommend you read the entire form and get independent financial advice before completing the form.

Expression of wish

There may be a death grant payable after your death. Oxfordshire Pension Fund has absolute discretion about payment, however to assist with their decision, complete and return a Death Grant and Expression of Wish Direction Form (pdf format, 205Kb), this will register where you would like the death grant to be paid.

There could still be a death grant due if your death is:

  • after leaving the scheme, and you have not yet retired and the fund holds your deferred benefit
  • in some circumstances after you have started to draw your pension.

Request for estimate of pension benefits

You can telephone Pension Services, to request an estimate of your pension benefits.

Please note: It is only possible to provide these details once per year. Allow up to three weeks, after your discussion with us, to receive the reply   

You could do it yourself: base your calculation on your last statement then reduce the values by the shortfall from your last day of service to your state pension age.  Here is the table showing early payment reductions. 

If you are leaving your employment voluntarily between  age 55 and your normal pension age and considering requesting  your LGPS benefits to immediately follow employment you must have this request to Pension Services  at least three months in advance of the date you want your benefits to be paid.

An early payment of pension, before your normal pension age, will usually mean a reduced pension for the rest of your life. Make  sure  you know the details by requesting an estimate before you agree to payment.

When you know when and how you want to take your benefits complete the retirement declaration form (pdf format, 485Kb) You can find the retirement timetable on the preparing to draw your LGPS pension page.

If you require an estimate of your pension benefits to assess the matrimonial assets for a possible divorce, there are separate timescales and charges, and you should contact Pension Services direct for this specific request.

Certificate linked to request to buy additional pension using APCs

When you wish to pay additional pension contributions (APCS) to buy extra pension or restore ‘lost pension’ see our Increasing your pension benefits page.  You may need to use this certificate (docx format, 86Kb) to record opinion about your general health.

Request early payment of deferred pension due to ill health  

Use the Early ill health request form (pdf format, 137Kb) to start your enquiry with your former employer.    

Retirement declaration form 

When you are ready to apply for your pension on leaving your employment or if you have a deferred pension use the Retirement declaration form (docx format, 784Kb).   

Register for paper notices

The Oxfordshire Pension Fund encourages everyone to sign up for the online pension record My Oxfordshire Pension. We recognise that this method will not suit everyone. You can register to ensure we send formal documents to your home address using this form (pdf format, 120Kb)        

Procedure to adjudicate disputes

 If you have a problem or question about your LGPS membership or benefits, please contact Pension Services.

We will clarify misunderstandings and put right inaccuracies as quickly and efficiently as possible.

If you are still dissatisfied with any decision made in relation to the scheme you have the right to have your complaint reviewed under the scheme's internal adjudication process.  This booklet (pdf format, 200Kb) describes the process and has the form to start the formal enquiry. Return the completed form to the Pension Services manager at Pension Services.

Alternative formats

If you need these forms in an alternative format  please contact Pension Services.

For councillors, visit the councillor members page.