Forms and publications
Contents
Employer forms..
Our forms are available in either word or excel format, which means that you don't need to print the form to complete it; the forms can be filled in and then returned via email.
If you need any help in completing any of our forms please email crtpensions@surreycc.gov.uk or by calling 0300 200 1031.
Ad-Hoc Work Request
Please complete this form to request an ad-hoc piece of work from the Systems and Support team as an external customer.
Please ensure you have fully completed the ad-hoc request form and provided the relevant set of data. We will aim to complete your request with 15 working days from receipt of the above information.
Return to: pensions.technical@surreycc.gov.uk
Annual Return spreadsheet
Completed annually with end of year information by employers who do not use i-Connect.
A new form will be sent to you by the end of March each year.
Return to: pensions.technical@surreycc.gov.uk
Annual Return spreadsheet (XLSX)
Change of Details spreadsheet
To advise of any changes in member details, hours worked or breaks in service.
Return to: pensions.technical@surreycc.gov.uk
Change of Details spreadsheet (XLSX)
Contact Details Confirmation form
Please complete this form if you are a new employer.
We will also ask you to confirm the contact details we hold for you annually.
Return to: pensions.communications@surreycc.gov.uk
Contact Details Confirmation form (DOCX)
Independent Registered Medical Practitioner (IRMP) - Application for Approval
To request approval of an IRMP by the Governance Manger of Surrey Pension Fund.
Return to: crtpensions@surreycc.gov.uk
Employer Application for Approval of IRMP form (DOCX)
LG29 Estimate Request form
To request an estimate of the member's pension benefits, and any associated costs to you, for any hypothetical retirements or where the member is unable to use the 'My Pension' portal to obtain their own estimate.
Return to: lgps.forms@surreycc.gov.uk
LG29 Estimate Request form (DOCX)
LG4 Retirement Datafile
To advise that a member is leaving from age 55 or over and is either:
- voluntarily taking their retirement benefits
- retiring due to flexible retirement
- retiring due to redundancy or efficiency
- age 75 (member must leave the scheme the day before age 75.)
This form / datafile is also used for death in service and ill health retirement at any age.
Please note that from 1 July 2022, we will no longer accept information via the LG4 Leaver Form.
Return to: lgps.forms@surreycc.gov.uk
LG4 Retirement Datafile (XLSX)
LG4A Leaver form
This form is to be completed in addition to the LG4 form, but only where a member has died in service and was in part-time service at the date of death, wholly or partly as a result of the condition that caused or contributed to his/her death.
Return to: lgps.forms@surreycc.gov.uk
New Starter Datafile
To advise of new starters, members who are brought into the LGPS via auto enrolment or members who opt into the LGPS.
Return to: pensions.technical@surreycc.gov.uk
Personal Data Retention Policy for Scheme Employers
This form should be completed by you and published on your website.
Personal Data Retention Policy for Scheme Employers (PDF)
Scheme Leaver Datafile
To advise that a member has left employment and is under 55, or over 55 and does not wish to take their retirement benefits.
Return to: pensions.technical@surreycc.gov.uk
Member forms
All of our member forms are available on the Surrey Pension Fund website.
Ill Health certificates
- Medical Certificate for a Current Employee (DOCX)
- Medical Certificate for a Deferred Beneficiary who ceased membership on or after 1 April 2014 (DOCX)
- Medical Certificate for a Deferred Beneficiary who ceased membership on or after 1 April 2008 and before 1 April 2014 (DOCX)
- Medical Certificate for a Deferred Beneficiary who ceased membership on or after 1 April 1998 and before 1 April 2008 (DOCX)
- Medical Certificate for a Deferred Beneficiary who ceased membership before 1 April 1998 (DOCX)
- Medical Certificate for a Deferred Councillor Member (DOCX)
- 3rd Tier Ill Health Retirement Review Certificate for a Current 3rd Tier Pensioner where the cessation of employment occurred after 31 March 2014. Review taking place 18 months after the date of cessation of employment and before normal pension age (DOCX)
- 3rd Tier Ill Health Retirement Review Certificate for a Suspended 3rd Tier Pensioner where the cessation of employment occurred after 31 March 2014. Review taking place 3 or more years after the date of cessation of the 3rd tier pension and before normal pension age (DOCX)
- 3rd Tier Ill Health Retirement Review Certificate for a Suspended 3rd Tier Pensioner where the cessation of employment occurred after 31 March 2014. Review taking place at the request of the member whilst the 3rd tier pension is in payment or within 3 years after payment of the 3rd tier pension has been discontinued and before normal retirement age (DOCX)
- 3rd Tier Ill Health Retirement Review Certificate for a Suspended 3rd Tier Pensioner where the cessation of employment occurred before 1 April 2014. Review taking place 3 or more years after the date of cessation of the 3rd tier pension and before normal retirement age (DOCX)
- 3rd Tier Ill Health Retirement Review Certificate for a Suspended 3rd Tier Pensioner where the cessation of employment occurred before 1 April 2014. Review taking place within 3 years of the date of cessation of the 3rd tier pension and before normal retirement age (DOCX)
Guides
New Starter Information leaflet
This document explains the relationship between the different bodies that make up the Local Government Pension Scheme (LGPS) community.
Step-by-Step Retirement guide for members
This step-by-step guide runs members through how to retire and the timeframes involved with our retirement process.
Surrey Pension Fund Retirement Process – Step by step guide (PDF)
Videos
LGPS employer bite-size training
Newsletters
Employer newsletters are produced four times a year, to advise you of any changes in the LGPS, and the wider pensions arena.
2024 Summer Employer Newsletter (PDF)
2024 Spring Employer Newsletter (PDF)
2023 Winter Employer Newsletter (PDF)
2023 Autumn Employer Newsletter (PDF)
Reports
Consultations
Responsible Investment Consultation 2022
The slides from the Responsible Investment Employer Engagement Session held on 13.10.22. If you have any questions, please contact pensions.communications@surreycc.gov.uk
Responsible Investment Employer Engagement Session 13.10.22 (PDF)