Estimate form for Retirement with employer consent

You can use this service to prepare the estimate form needed for an employee over age 55 leaving with employer consent.

Please ensure your employer Discretionary policy includes retirement with employer consent before completing this form.

What you need to know

• This estimate request will be refused if no Discretionary policy is held or does not include Retirement with employer consent.
• If Rule of 85 protections are being applied.
• Percentage of the early reduction being waived (if applicable).
• Personal details of the employee.
• Employment details including Pay reference and Post number.
• Estimated date of leaving employment.
• Remuneration (Full Time Equivalent pay).
• Estimated final pay date (Best of the last three years).
• CARE Scheme pay to the estimated date of leaving.
• Any information needed to support the estimate form submission can be added to the additional comments section.
• Confirm where the completed estimate should be sent to.
• The PDF output of this form will need to be uploaded to the employee record using i-Connect.