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Forms and data submission

Please note: these forms should only be completed by participating Fund employers. 

Are the contact details we hold about your organisation correct? Please ensure that we are notified of any changes to your organisation's contact details.

Uploading data by Web Portal

Are you registered for web portal? If not please contact the Employer Services Team. 

If so, this is where we process the majority of your organisation's bulk member data. Please refer to the relevant section below to find further assistance.  To read how to upload files through the web portal, please view our pdf icon web portal employer upload guide [2Mb]


Please make sure all new joiners are included in your next monthly submission. For further information on the process and what additional information is required for joiners please refer to our pdf icon Employer Guide - Monthly Data Submissions [4Mb] (page 11)


If a member is eligible and wishes to join the LGPS or they have recently become a member, they will need to fill out the application form (information for LGPS Fund administrators) which can be found here and return it to yourselves (the employer).


If you require to make a material change (S10) to a member record you can do so via the web portal. Please note Form S10 is no longer available as a paper form/PDF.

50/50 Section: Please note, that the Fund does not provide a physical form for employers to provide to members in order that they can request to move between the main section of the fund and the 50/50 section, or vice versa. However, we have provided the following pdf icon guidance notes [26kb] on how Employers should administer requests received.

Bulk Joiners: These files are for new members of staff, not members of staff who are subject to TUPE transfer. Please use the excelfile icon BDI Sample File [20kb]provided and ensure you save the BDI as a .csv (comma delimited) file type and delete the header information before you upload the file via our Web Portal. Pre 2014 / Post 2014 bulk joiner files guidance:

pdf icon Pre 2014 AE Joiner file layout [329kb]                     pdf icon Post 2014 Joiner file layout [553kb]


Please refer to our pdf icon leaver flowchart [30kb]for an overview of how to notify the Fund for different types of leavers.

*Please note the monthly submission procedure only processes Opt-Out type leavers. All other leavers require an S4 form to be filled out via the web portal

Members wishing to Opt-out of the Scheme

If an member wishes to opt out of the LGPS, please direct them to the following page 'Thinking of opting out of the LGPS'. This page contains more information on opting out, the 'Opting out of the LGPS' form and details of the 50/50 section of the scheme (as an alternative to opting out).


Please note that the electronic forms only work with a Windows Operating System currently.

Early Leaver

pdf icon E-Form S5 EL / OPT (Post 1 April 2014) [94kb]

pdf icon Form S5 (EL / OPT) (Post 1 April 2014 Leavers) - Paper Version [37kb]

pdf icon S5-Forms eSignature instructions [462kb]

pdf icon Saving PDF versions of S5 Forms [412kb]


pdf icon E-Form S5 RB / DIS (Post 1 April 2014) [96kb]

pdf icon Form S5 (RB / DIS) (Post 1 April 2014 Leavers) - Paper Version [36kb]

pdf icon S5-Forms eSignature instructions [462kb]

pdf icon Saving PDF versions of S5 Forms [412kb]

pdf icon E-Form RB1 [272kb]

pdf icon E-Form RB1(D) [38kb]

pdf icon Form RB1 - Paper Version [43kb]

pdf icon Form RB1 D - Paper Version [35kb]

pdf icon RB1 & RB1(D) Forms eSignature instructions [669kb]

pdf icon How to save uneditable versions of RB1 & RB1(D) Guide [597kb]

Ill Health

For more information on ill health please click here.


Early Leaver

pdf icon S4 Early Leaver Guide [688kb]


pdf icon S4 Retirement Guide [653kb]

Please note Post 1 April 2014 S4s to be submitted via the web portal / Pre 1 April 2014 S4s to be emailed to

For further assistance with completing these following forms please read the pdf icon S4 Terminology Document [32kb]

Specimen Statutory Notifications

word icon Specimen Joiner Notification [32kb]

word icon Specimen Opted Out within three months Notification [32kb]

word icon Specimen Statutory Leaver notification - Refunds [33kb]

word icon Specimen Statutory Leaver notification Leaver - Deferred [31kb]

word icon Specimen Statutory Leaver notification Leaver - Deferred into payment on Ill Health Grounds [31kb]

word icon Specimen Statutory Leaver notification Leaver - Retirements [31kb]

word icon Specimen Statutory Notification - Death in Service - Next of Kin [40kb]

Death in Service

A copy of form PP2 should be completed by the member's spouse/eligible cohabiting partner and eligible children, and uploaded via the Death in Service notification on the Fund's Web Portal.

pdf icon Form PP2 [63kb]

Standing Order Form

word icon Standing Order Form [73kb]

Accessing Encrypted Emails

When personal data is included in an email, we will send that email securely. Please view the pdf icon how to open an encrypted email [937kb] document, for step by step instructions on how to open these emails from the Fund.


pdf icon Assumed Pensionable Pay (APP) and Full Time Equivalent (FTE) pay [26kb]

pdf icon Equitable Life AVC leaver notification [32kb]

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