Deferred Members' Forms

Death Grant Expression of Wish form

This form gives you the opportunity to express your wish as to who would benefit from the payment of three years’ pay, should you die in service, or the balance of 10 years worth of your pension, should you die under age 75 but within 10 years of retiring.

 Download this form (April 2014, PDF, 2 pages, 45KB)

Survivor's Pension - Notification of your eligible Cohabiting Partner

If you are not married or part of a registered civil partnership, but currently living with a ‘partner’, you can, by completing the Cohabiting Partners Notiification for Survivor’s Pension form, name a ‘survivor’ who, in the event of your death and provided the required criteria are satisfied at the tie of your death, would be eligible to receive a Survivor’s Pension payable for life.

 Download this form (April 2014, PDF, 2 pages, 43KB)

Change of Address form

Whether you are still a contributing member of the Scheme, or you have deferred your pension, we still need to know how to inform you of the value of your benefits. It is therefore very important, that you keep us informed of any change of address you might have.

  Download this form (June 2016, PDF, 1 page, 13KB)

Request a Cash Equivalent Transfer Value

If you are joining another pension arrangement, you may wish to consider transferring your Local Government Pension Scheme benefits to it. Your new pension provider will require a Cash Equivalent Transfer Value (CETV) quotation from Merseyside Pension Fund, which you need to request by completing this form.

PLEASE NOTE: this form should not be used for a Divorce Enquiry.

 Download this form (April 2017, PDF, 2 pages, 27KB)

Divorce Enquiry Letter

Should you require specific information about your LGPS benefits as part of the proceedings for a divorce, judicial separation or nullity of marriage, or for dissolution, separation or nullity of a civil partnership, you or your solicitor should contact us for this information, including an estimate of the cash equivalent value (CEV) of your pension rights, using the form below. The Court will take this value into account in your settlement.

 
You usually get one free CEV estimate each year. Any other costs for supplying information or complying with a Court Order will be recovered from you and/or your ex-spouse or ex-civil partner in accordance with the Fund's charging policy.