Applying for retirement

Thinking about retiring? Here you’ll find online and downloadable forms for each type of retirement we offer. Please read our Planning retirement section to understand each option.

You should ensure that your application is submitted six months before your proposed retirement date, to allow those affected by Transitional Protection to make and receive their choices. Don’t submit it before this as there may be salary changes that could affect your benefits if submitted too early.

As Multi Academy Trusts continue to grow, those employed at more than one establishment should be aware that each establishment is considered as a standalone employer even if they’re within the same trust. If you plan to leave all pensionable employment, you’ll need each establishment to complete their own employer section of your application.

Application for Early Retirement (Actuarially Adjusted Benefits)

You may have the option under the Scheme to take early retirement.

• Complete this form online.

To apply by post you'll need to download the form (PDF, 564 KB), print it, and send it to the address on the form.

Application for retirement benefits: Age

If you've reached your Normal Pension Age (NPA) and wish to claim your benefits, please complete this form.

• Complete this form online.

To apply by post you'll need to download the form (PDF, 555 KB), print it, and send it to the address on the form.

Application for retirement benefits: Phased

You may have the option to phase your retirement under the Scheme. Please read the notes on this form to check your eligibility.

To apply for this type of retirement you'll need to download the form (PDF, 485 KB), print and complete it, and send it to the address on the form

Application for retirement benefits Additional service after retirement

Use this form to apply for retirement benefits accrued though additional service after retirement.

To apply you'll need to download the form (PDF, 164 KB), print it, and send it to the address on the form.

Application for Age and Actuarially Reduced Retirement Benefits: Pension Credit Member

Complete this form if you’re a member of the Scheme due to a divorce settlement and now wish to claim benefits.

To apply by you'll need to download the form (PDF, 314 KB), print it, and send it to the address on the form.

Short-service annuity

If you’re re-employed and have less than one year’s service (365 days), and don’t intend to continue in the Teachers’ Pension Scheme, your contributions and interest will generate an annuity to add to your existing pension.

To apply you'll need to download the form (PDF, 547 KB), print it, and send it to the address on the form.

Ill-health Retirement

To make an Ill-health Retirement application read our dedicated page for more information and access to application forms and guides.