Here you’ll find online and downloadable forms about managing your pension.

Transitional Tax-Free Amount Certificate (TTFAC) Request

Use this form if you’ve used up a percentage of your Lifetime Allowance (LTA) prior to 6 April 2024 and you need to request that the Scheme issues a transitional tax-free amount certificate (TTFAC). The certificate must be requested before the first Relevant Benefits Crystallisation Event (RBCE) to happen on or after 6 April 2024.

To apply you’ll need to download the form (PDF, 292 KB) (This link opens in a new window), print it, and send it to the address on the form. 

Armed Forces Reservist: Election for the payment of contributions during an absence from pension employment

Complete this form to apply for additional pension contributions whilst taking an absence from your pensionable teaching employment. 

To apply you’ll need to download the form (PDF, 289 KB) (This link opens in a new window), print it, and send it to the address on the form. 

Certificate of Re-employment 

You need to complete this form every year if you return to pensionable employment after claiming your pension. 

Complete this form online. 
To apply by post you’ll need to download the form (PDF, 437 KB) (This link opens in a new window), print it, and send it to the address on the form. 

Lump Sum Allowance (LSA) assessment form 

There’s a limit on the amount of benefits members can take as tax-free lump sums across all registered pension schemes, these are known as: the Lump Sum Allowance, Lump Sum & Death Benefits Allowance and the Overseas Transfers Allowance. These allowances take into account lump sums previously taken, and they may be increased where members hold valid Lifetime Allowance protections which provide for a higher protected lump sum. You will need to complete this form if you have taken benefits previously so we can accurately assess what lump sum allowance you have remaining. 

To apply you’ll need to download the form (PDF, 316 KB) (This link opens in a new window), print it, and send it to the address on the form.  

Reinstating contributions withdrawn before 1 June 1973

Use this form if you’d like to reinstate contributions withdrawn before 1 June 1973.  

To apply you’ll need to download the form (PDF, 219 KB) (This link opens in a new window), print it, and send it to the address on the form. 

Annual Allowance Scheme Pays Election notice 

This form should be used if you’d like the Teachers’ Pension Scheme to pay an Annual Allowance charge because of your excess pension savings in the Scheme. 

Complete this form online. 
To apply by post you’ll need to download the form (PDF, 262 KB) (This link opens in a new window), print it, and send it to the address on the form. 

Flexibilities Application – Career Average Scheme 

Use this form to increase your pension benefits including Additional Pension, Faster Accrual and Buy Out. If you're eligible to apply for Buy Out due to the rollback changes for Transitional Protection, please use the paper form.

Complete this form online. 
To apply by post you’ll need to download the form (PDF, 353 KB) (This link opens in a new window), print it, and send it to the address on the form. 

Please note you need to be in pensionable service to make a flexibilities election.

Revoking Your Flexibilities 

If you’d like to cancel one of your flexibilities complete this form. 

To apply you’ll need to download the form (PDF, 277 KB) (This link opens in a new window), print it, and send it to the address on the form.