Walkthrough for Employers and Shared Service Providers using Microsoft Excel 2007 or earlier

If you are using Microsoft Excel2007 or earlier to open the new Request for Services (RFS) form, you will be unable to view the drop-down menus. Therefore, to ensure that the correct error, warning or categorisation message displays correctly you will need to input information manually into the required field.

This walkthrough shows you how to do this.

Important information

  • A number of fields on the new RFS form do not have drop-down menus. These are not included in this walkthrough. You can find information about what should put into each of these fields on the RFS form on each particular section.Please ensure you input the required information exactly as it appears in the relevant lists shown below for each category.

If you have a question about how to use the new RFS form, please contact your Service Delivery Manager (SDM) at Civil Service Pensions. Alternatively, you can call the Employer Helpline for assistance on: 0300 123 1040.

Part 1 Your request

Please select from the following:

A death benefits estimate

An efficiency dismissal with compensation estimate

An ill-health retirement estimate

A sick pay at pension rate estimate

A Normal Pension Age (NPA) retirement quote

A death in service notification

A divorce quote

An Actuarially Reduced Retirement (ARR) quote

An efficiency dismissal with compensation quote

An efficiency dismissal quote without compensation, for a member who has two or more years service

An efficiency dismissal quote without compensation, for a member who has less than two years service

An ill-health retirement quote

A leaver quote for a member who has two or more years service

A leaver quote for a member who has less than two years service

Early payment of preserved award (on ill-health grounds) quote

Part 2Member details

Please select from the following:

classic

classic Plus

premium

nuvos

alpha

Dual (classic/alpha)

Dual(classic plus/alpha)

Dual(premium/alpha)

Dual(nuvos/alpha)

Partnership – There are a reduced number of request types that can be selected if the member is part of this scheme. These are shown below:

Category / Options available
When scheme type ‘Partnership’ is selected / A death benefits estimate
An efficiency dismissal with compensation estimate
An ill-health retirement estimate
A sick pay at pension rate estimate
A death in service notification
A divorce quote
An efficiency dismissal with compensation quote
An ill-health retirement quote
A leaver quote for a member who has two or more years service
A leaver quote for a member who has less than two years service
Early payment of preserved award (ill-health retirement) quote
When request type ‘early payment of preserved award (on ill-health grounds) quote’ is selected / Available for classic and Dual (classic and alpha) scheme options only.
When request type ‘a death in service notification’ is selected. / opted-out is an additional type can be selected and only available on a death in service notification request

Please select from the following:

Male

Female

Category / Options available
Marital Status field will only be available for the following selected request types / A death benefits estimate
An ill-health retirement estimate
A Normal Pension Age (NPA) retirement quote
A death in service notification
An Actuarially Reduced Retirement (ARR) quote
An ill-health retirement quote
An early payment of preserved award (on ill-health grounds) quote
AND
When one of the following scheme types is selected / classic
classic plus
Dual (classic/alpha)
Dual (classic plus/alpha)

Please select from the following:

Single

Married

Civil Partnership

Divorced

Civil Partnership dissolved

Widowed

Unknown

Part 3 Additional member details

Please select from the following:

Yes

No

Unknown

Please select from the following:

Yes

No

Unknown

Please select from the following:

Yes

No

Unknown

Please select from the following:

Yes

No

Unknown

Please select from the following:

Yes

No

Unknown

Part 4 Additional information

Please select from the following:

Yes

No

Unknown

This field will appear when a death-in-service notificationis the request type.

Please select from the following:

Yes

No

This field will appear when a death-in-service notificationis the request type.

Please select from the following:

Yes

No

This field will appear when an ill-health retirement quoteis the request type.

Please select from the following:

Yes

No

This field will appear when an efficiency dismissal with compensation quoteis the request type.

Please select from the following:

English/Welsh

Scottish

Unknown

This field will appear when a divorce quoteis the request type.