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What is the NHS Pension SD502?
The SD502 is the application form used by NHS Pension Scheme members to claim their retirement benefits — including the lump sum and the regular pension instalments.
It captures all personal details, employment history, marital status, dependant information and bank details required by NHS Pensions to process the claim.
Submit the SD502 at least 3-6 months before your intended retirement date to avoid delays in your first payment.
When should you use this form?
Use this document if you:
- You are an NHS Pension Scheme member retiring on age grounds
- You are taking voluntary early retirement (with reduction)
- You are retiring on ill-health grounds
- You are claiming preserved benefits from a deferred period
- You are claiming benefits from the 1995, 2008 or 2015 NHS scheme
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NHS Pension SD502: retirement claim form
The SD502 is the application form used by NHS Pension Scheme members to claim their retirement benefits, including the tax-free lump sum and the ongoing monthly pension. It applies to members of the 1995, 2008 and 2015 NHS schemes.
Our online editor lets you complete the SD502 with personal information, employment history, dependants, marital status and bank details. Once you have generated the PDF, sign it, attach the supporting documents and submit it to NHS Pensions in Stockport.
Submit your SD502 at least three to six months before your retirement date so NHS Pensions can process the claim and start payments without delay. Keep a copy of the form and supporting documents for your records.
Submit your retirement claim
A complete SD502, ready to print and submit to NHS Pensions in Stockport.
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