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    1. Who is this for?

      Are you the spouse or civil partner of the member?

      We are very sorry for your loss. In order to pay any benefits due, we need to collect some information about you and your spouse/civil partner. If you have any questions about the form, or if you would prefer to talk a member of the team, please call 0800 781 1378 and then select option 5.

      We are very sorry for your loss. If you have any questions about the form, or if you would prefer to talk a member of the team, please call 0800 781 1378 and then select option 5.

    2. Your details

      * Denotes required fields

      Your personal details

      Address

      Look up address

      NI Number

      Date of birth*

      Other information

      Relationship to the member* - This is a required field

      Are you aware of any other individuals who were financially dependent on the member at the time that they died? If so, we may need to obtain further information at a later date.*

    3. What would you like to do?

      Member’s personal details

      Address

      Look up member’s address

      Member’s date of birth*

      Date they died*

      Were they survived by a spouse or civil partner?*

      Details of spouse or civil partner

      Address of Spouse / civil partner

      Look up Spouse/civil partner’s address

      NI Number of Spouse / civil partner

      Date of birth of Spouse / civil partner*

      Other information

      Do you have a copy of the member’s death certificate that you can upload?* - This is a required field
      Please select the file number 1
      | Delete file

      Note that there is a 5MB file size limit per file and only JPG, Word and PDF files can be attached.

      If you do not have a copy of the death certificate and the death was registered in the UK, please do not worry as we can find this information through our tracing service.

      If the death was registered outside of the UK, then we will need a copy of the certificate before we can assess any further benefits payable. You can upload a copy of the certificate when it is available through the Submit a Document page on our website at: www.pearson-pensions.com/submit-document/ - This link opens in a new browser window

    4. Your declaration

      Data protection

      Please tick the box below to confirm that you understand and acknowledge the statements.

      The Trustee, as the controller under the applicable data protection legislation in the UK, uses certain personal information about you to (amongst other reasons) communicate with you and administer your benefits in the Plan. Your information is shared with the Plan’s administrators, other providers of services to us, and public bodies such as HM Revenue & Customs. For more detailed information on how we use and disclose your information, the protections we apply, the legal bases we rely on and your data protection rights, please see our privacy notice at www.pearson-pensions.com/privacy-notice/ - This link opens in a new browser window. If you would like a copy of our privacy notice to be sent to you, please contact the pensions helpline.

      Date: 24-07-2024

    Thank you

    You will receive a confirmation email shortly.

    Your form will be processed by the pensions team. Please contact them directly if you have any queries.

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