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Forms library

Forms library

Links to all our online forms, paper forms, booklets and notes for guidance, and the leaver notification upload page.

  • McCloud data collection

    As part of the McCloud data collection process, this is where you will upload and submit your data to us

  • Leavers notification

    Upload your completed spreadsheet

  • Printable forms and booklets

    Find all relevant printable employer forms and booklets here

  • Estimate request form

    Complete for an estimate request for a member

  • P71

    Complete for early, normal, late, flexible or redundancy retirements

  • P71i

    Complete for ill health retirements

  • P74

    Complete for a death in service

Spreadsheets

  • Leaver notification spreadsheet

    Download a copy of the leaver notification spreadsheet or the specifications and upload your completed spreadsheet

  • Leaver specification spreadsheet

    An example and data dictionary to provide support when completing the leavers notification spreadsheet

  • P5s

    Change in member's details. This should also be updated on your next i-Connect submission.

  • P5s notes for guidance

    Notes for guidance for completing a P5s