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Ill health



ill Health Deferred

This process is member led- an ex-employee needs to apply to their former employer for the release their deferred benefits on the grounds of ill health via letter or email, stating their current health situation and providing any supporting documents they may have.

You need to know when the member left employment to be able to select and complete the correct paperwork from the forms below. Once you have determined this complete the Task Analysis-Early Release and send a copy of this along with the Early Release of Preserved Benefits Guidance sheet and Medical Consent Form- Early Release to the member for them to complete and return to you.

Whilst waiting for the completed forms you can complete section 1 of the Assessment for the release of Preserved Benefits on Ill Health Grounds (form6) and if you do not have a panel doctor arrangement set up – engage the services of a panel doctor to take on the case.

Leavers on or after 1st April 2008

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    File Date Size  
Assessment for the Release of Preserved Benefits on Ill Health Grounds (Form 6 Documentation PB) 20/01/2022 282 K DOWNLOAD
Early Release of Preserved Benefits Guidance (Leavers on or After 1st April 2008) 20/01/2022 227 K DOWNLOAD
Medical Consent Form – Early Release Of Preserved Benefits 20/01/2022 694 K DOWNLOAD
Task Analysis - Early Release of Preserved Benefits on Medical Grounds (PB) 20/01/2022 240 K DOWNLOAD
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Leavers on or before 31st March 2008

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    File Date Size  
Assessment for the Release of Preserved Benefits on Ill Health Grounds (Form 6 Documentation PB) 20/01/2022 279 K DOWNLOAD
Early Release of Preserved Benefits Guidance (Leavers on or Before 31st March 2008) 20/01/2022 226 K DOWNLOAD
Medical Consent Form - Early Release Of Preserved Benefits 20/01/2022 694 K DOWNLOAD
Task Analysis - Early Release of Preserved Benefits on Medical Grounds 20/01/2022 240 K DOWNLOAD
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