AW11 – Application for Widow(er)’s/Partner’s Pension/Death with Deferred Benefit and Death Gratuity (if entitled) (NIFRS)

These notes explain how we will pay your pension. Please keep them in a safe place; you may need to look at them again. Please complete the form and return it with any other claim forms that have been sent to you.

Methods of payment - We will pay the pension by direct credit into your bank or building society account. This is by far the safest method of payment. The account can be with a bank or building society:

• In the United Kingdom (we cannot pay to mortgage accounts or to National Savings Bank accounts) ,or
• Overseas* (provided it is capable of receiving secure electronic payments of funds please contact our department for further information).

*You will need to complete a mandate for the payment to be made to an overseas bank and attach it to this claim form. The overseas bank mandates are available by contacting our department on 028 71 319111. If you do not have a suitable account, you will need to open one.

We will normally pay the pension monthly (one twelfth of the yearly rate, to the nearest penny) on the first banking day of the month (this may not be the first day of the month). A 'pension month' is the period between one payment date and the next. If a pension starts part way through a 'pension month', the first payment will be for the amount due for the number of days in the part-pension month. We will not send details of the pension each time a payment is made. But we will write when your pension begins and each time there is a change in your tax code or in the yearly rate, for example because of a cost of living increase.

Changes you should tell us about

You should tell us immediately if:

• you change your address
• your bank or building society account details change
• your relationship status changes

You can contact us using the following details:

Telephone: 028 71 319111 – we are available for calls from 9am to 4pm Monday to Thursday, and 9am to 12noon Friday.
Email address: nifrsqueries@hscni.net

NIFRS Team
HSC Pension Service
Orchard House
40 Foyle Street
Londonderry
BT48 6AT

Pensions Increase: NIFRS pensions are increased to keep pace with rises in the cost of living. They are increased by the same percentage as the increase to the State Earnings Related Pension Scheme.

Income Tax: Your pension is treated for tax purposes as earned income. At first, we will deduct tax under a temporary code until we get the right code from the Tax Office. The Tax Office will decide what your tax code should be.