Death in Service


Context:  When a death-in-service occurs, a Death Gratuity benefit is usually payable to the deceased member’s estate. Separately, a Spouse/Civil Partner Pension and a Child Pension(s) may also be payable to eligible beneficiaries if the deceased member had completed at least 2 years (Vesting Period) as a member of the Scheme.

Resource Toolkit: The resources provided in the table below may be used when a Scheme member dies in service. Please note that the Process Maps should be read with the Process Guidelines.

Note: The items below are suggested resources and their use is not mandatory. Organisations are free to continue to use their own, existing resources or to amend the resources below as they see fit.

If your organisation is partnered with a Shared Services Centre for HR, Pensions or Payroll purposes, you may need to clarify with them what elements of work, (if any), that they have been resourced to undertake on your behalf.

 

DescriptorTypeLink
1.Death in Service - Process MapsProcess MapsPDF icon
2.Death in Service - GuidelinesProcess GuidelinesPDF icon
3.Circulars and Legislation Website PageLink icon
4.Death in Service - Information NoteInformation NotePDF icon
5.Letter to known Legal Personal Representative (LPR)Template LetterMicrosoft Word Document icon
6.Letter to unknown Legal Personal Representative (LPR)Template LetterMicrosoft Word Document icon
7.Death Claim Notification FormTemplate Form Microsoft Word Document icon
8.Death Gratuity Statement to Legal Personal RepresentativeTemplate StatementMicrosoft Word Document icon
9.Death Gratuity Statement to Legal Personal Representative Cover LetterTemplate LetterMicrosoft Word Document icon
10.Letter to Legal Personal Representative on receipt of Letters of Administration/Grant of ProbateTemplate LetterMicrosoft Word Document icon
11.Death Gratuity Payment Form Template FormMicrosoft Word Document icon
12.Death Gratuity Payment Confirmation LetterTemplate LetterMicrosoft Word Document icon
13.Retained Benefits Verification Form (Death)Template FormMicrosoft Word Document icon
14.Scheme Vesting Calculation ToolCalculation ToolMicrosoft Excel document icon
15.Spouse or Civil Partner Pension Application FormTemplate Form Microsoft Word Document icon
16.Spouse or Civil Partner Pension Application Form Cover LetterTemplate LetterMicrosoft Word Document icon
17.Death in Service - Pension Enhancement CalculatorCalculation ToolMicrosoft Excel document icon
18.Spouse or Civil Partner Pension Benefit StatementTemplate StatementMicrosoft Word Document icon
19.Spouse or Civil Partner Pension Benefit Statement Cover LetterTemplate LetterMicrosoft Word Document icon
20.Spouse or Civil Partner Pension Benefit Acknowledgement FormTemplate Form Microsoft Word Document icon
21.Spouse or Civil Partner Pension Payment Confirmation LetterTemplate LetterMicrosoft Word Document icon
22.Child Pension Application Form Template Form Microsoft Word Document icon
23.Child Pension Application Form Cover Letter to Legal GuardianTemplate LetterMicrosoft Word Document icon
24.Child Pension Application Child Applicant Cover LetterTemplate LetterMicrosoft Word Document icon
25.Child Pension Benefit Statement Template Statement Microsoft Word Document icon
26.Child Pension Benefit Statement Cover LetterTemplate LetterMicrosoft Word Document icon
27.Child Pension Benefit Acknowledgement Form (under 18 or permanently incapacitated)Template Form Microsoft Word Document icon
28.Child Pension Benefit Acknowledgement Form (18 to 22 years of age)Template FormMicrosoft Word Document icon
29.Child Pension Final Payment Notification LetterTemplate LetterMicrosoft Word Document icon

Death of a Deferred Member


Context: When a deferred member (i.e. a former member who has completed the Scheme Vesting Period of 2 years or more) dies prior to accessing their Single Scheme benefits, a Death Gratuity benefit is usually payable to the deceased member’s estate. Separately, a Spouse/Civil Partner Pension and a Child Pension(s) may also be payable to eligible beneficiaries.

Resource Toolkit: The resources provided in the table below may be used when the Death of a Deferred Member occurs. Please note that the Process Maps should be read with the Process Guidelines.

Note: The items below are suggested resources and their use is not mandatory. Organisations are free to continue to use their own, existing resources or to amend the resources below as they see fit.

If your organisation is partnered with a Shared Services Centre for HR, Pensions or Payroll purposes, you may need to clarify with them what elements of work, (if any), that they have been resourced to undertake on your behalf.

 

Desciptor TypeLink
1.Death of a Deferred Member - Process MapsProcess MapsPDF icon
2.Death of a Deferred Member - GuidelinesProcess GuidelinesPDF icon
3.Circulars and Legislation Website PageLink icon
4.Death of a Deferred Member - Information NoteInformation NotePDF icon
5.Letter to known Legal Personal Representative (LPR)Template LetterMicrosoft Word Document icon
6.Letter to unknown Legal Personal Representative (LPR)Template LetterMicrosoft Word Document icon
7.Death Claim Notification FormTemplate Form Microsoft Word Document icon
8.Retained Benefits Verification Form (Death)Template FormMicrosoft Word Document icon
9.Scheme Vesting Calculation ToolCalculation ToolMicrosoft Excel document icon
10.Death Gratuity Statement to Legal Personal RepresentativeTemplate StatementMicrosoft Word Document icon
11.Death Gratuity Statement to Legal Personal Representative Cover LetterTemplate LetterMicrosoft Word Document icon
12.Letter to Legal Personal Representative on receipt of Letters of Administration/Grant of ProbateTemplate LetterMicrosoft Word Document icon
13.Death Gratuity Payment FormTemplate FormMicrosoft Word Document icon
14.Death Gratuity Payment Confirmation LetterTemplate LetterMicrosoft Word Document icon
15.Spouse or Civil Partner Pension Application FormTemplate FormMicrosoft Word Document icon
16.Spouse or Civil Partner Pension Application Form Cover LetterTemplate LetterMicrosoft Word Document icon
17.Spouse or Civil Partner Pension Benefit StatementTemplate StatementMicrosoft Word Document icon
18.Spouse or Civil Partner Pension Benefit Statement Cover LetterTemplate LetterMicrosoft Word Document icon
19.Spouse or Civil Partner Pension Benefit Acknowledgement FormTemplate FormMicrosoft Word Document icon
20.Spouse or Civil Partner Pension Payment Confirmation LetterTemplate LetterMicrosoft Word Document icon
21.Child Pension Application Form Template Form Microsoft Word Document icon
22.Child Pension Application Form Cover Letter to Legal GuardianTemplate LetterMicrosoft Word Document icon
23.Child Pension Application Child Applicant Cover LetterTemplate LetterMicrosoft Word Document icon
24.Child Pension Benefit StatementTemplate StatementMicrosoft Word Document icon
25.Child Pension Benefit Statement Cover LetterTemplate LetterMicrosoft Word Document icon
26.Child Pension Benefit Acknowledgement Form (under 18 or permanently incapacitated)Template FormMicrosoft Word Document icon
27.Child Pension Benefit Acknowledgement Form (18 to 22 years of age)Template FormMicrosoft Word Document icon
28.Child Pension Final Payment Notification LetterTemplate LetterMicrosoft Word Document icon

Death of a Pensioner


Context: When a pensioner in receipt of a Single Scheme pension dies, a Spouse/Civil Partner Pension and/or a Child Pension(s) may be payable to eligible beneficiaries.

Resource Toolkit: The resources provided in the table below may be used when a Single Scheme pensioner dies. Please note that the Process Maps should be read with the Process Guidelines.

Note: The items below are suggested resources and their use is not mandatory. Organisations are free to continue to use their own, existing resources or to amend the resources below as they see fit.

If your organisation is partnered with a Shared Services Centre for HR, Pensions or Payroll purposes, you may need to clarify with them what elements of work, (if any), that they have been resourced to undertake on your behalf.

 

DescriptorTypeLink
1.Death of a Pensioner - Process MapsProcess MapsPDF icon
2.Death of a Pensioner - Process GuidelinesProcess GuidelinesPDF icon
3.Circulars and Legislation Website PageLink icon
4.Death of a Pensioner - Information NoteInformation NotePDF icon
5.Spouse or Civil Partner Pension Application Form Template FormMicrosoft Word Document icon
6.Spouse or Civil Partner Pension Application Form Cover LetterTemplate LetterMicrosoft Word Document icon
7.Spouse or Civil Partner Pension Benefit Statement Template StatementMicrosoft Word Document icon
8.Spouse or Civil Partner Pension Benefit Statement Cover LetterTemplate LetterMicrosoft Word Document icon
9. Spouse or Civil Partner Pension Benefit Acknowledgement FormTemplate FormMicrosoft Word Document icon
10.Spouse or Civil Partner Pension Payment Notification LetterTemplate LetterMicrosoft Word Document icon
11.Child Pension Application FormTemplate FormMicrosoft Word Document icon
12.Child Pension Application Form to Legal Guardian Cover LetterTemplate LetterMicrosoft Word Document icon
13.Child Pension Application Form to Child Applicant Cover LetterTemplate LetterMicrosoft Word Document icon
14.Child Pension Benefit StatementTemplate StatementMicrosoft Word Document icon
15.Child Pension Benefit Statement Cover LetterTemplate LetterMicrosoft Word Document icon
16.Child Pension Benefit Acknowledgement Form (under 18 or permanently incapacitated)Template FormMicrosoft Word Document icon
17.Child Pension Benefit Acknowledgement Form (18 to 22 years of age)Template FormMicrosoft Word Document icon
18.Child Pension Final Payment Notification LetterTemplate LetterMicrosoft Word Document icon

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