Collection

Pension schemes forms

Find forms and guides for pension administrators, trustees and members.

• From: HM Revenue & Customs
• Published: 16 September 2014

Claiming tax on investment income

• Pension schemes: registration for Income Tax repayments (APSS146)
  • 7 June 2019
  • Form
• Pension schemes: repayments - third party authority (APSS 146A)
  • 7 June 2019
  • Form
• Pension schemes: repayments - specimen signatures (APSS 146B)
  • 1 July 2014
  • Form
• Pension schemes: repayment request for registered pension schemes (R63N)
  • 7 June 2019
  • Form
• Self Assessment: Tax Return for Trustees of Registered Pension Schemes (SA970)
  • 6 April 2024
  • Form
• Pension schemes: application for certificate of residence and third party authority (APSS146C)
  • 9 January 2018
  • Form
• Pension schemes: application for certificate of residence - specimen signatures (APSS146D)
  • 9 January 2018
  • Form
• Pension schemes: application for a certificate of residence or certification of a tax reclaim form (APSS146E)
  • 9 January 2018
  • Form

Pension Schemes Online administration

• Pension schemes: notification of succession to a 'split' scheme (APSS 109)
  • 7 June 2019
  • Form
• Pension schemes: notification of succession to a sub-scheme (APSS 110)
  • 7 June 2019
  • Form

Relief at source

• Pension schemes: relief at source details (APSS 103)
  • 25 March 2019
  • Form
• Pension schemes: relief at source details - specimen signatures (APSS 103A)
  • 31 August 2018
  • Form
• Pension schemes: registered pension schemes relief at source interim claims (APSS 105)
  • 8 April 2019
  • Form
• Make an annual claim for relief at source on pension contributions (APSS106)
  • 11 December 2020
  • Form

Other reports and returns

• Pension schemes: request to pay a member's annual allowance charge (APSS210)
  • 7 June 2019
  • Form
• Pension schemes: unauthorised borrowing report (APSS 303)
  • 7 June 2019
  • Form

Lifetime allowance protection

• Pension Schemes: protect existing pension rights (APSS200)
  • 21 November 2014
  • Form
• Pension schemes: Enhanced Lump Sum and Death Benefit Allowance (Pension Credit Rights) (APSS201)
  • 6 April 2024
  • Form
• Pension schemes: Enhanced Lump Sum and Death Benefit Allowance (international) (APSS202)
  • 8 April 2024
  • Form
• Pension schemes: authorisation of scheme administrator(s) to view Lifetime Allowance Certificate(s) (APSS203)
  • 7 June 2019
  • Form
• Pension schemes: request by scheme administrator for Lifetime Allowance Certificate details (APSS209)
  • 7 June 2019
  • Form

Overseas pension schemes

• Pension schemes: scheme member to both transferring and receiving scheme (APSS241)
  • 8 March 2017
  • Form
• Pension schemes: overseas transfer charge scheme administrator repayment claim (APSS242)
  • 6 April 2024
  • Form
• Pension schemes: overseas transfer charge scheme manager repayment claim (APSS243)
  • 6 April 2024
  • Form
• Pension schemes: scheme manager notification of change of member's circumstance (APSS244)
  • 6 April 2024
  • Form
• Pension schemes: Overseas pension scheme notification (APSS 250)
  • 6 April 2017
  • Form
• Pension schemes: recognised overseas pension scheme notification (APSS251)
  • 6 April 2017
  • Form
• Pension schemes: change of details (APSS251A)
  • 6 April 2017
  • Form
• Pension schemes: change in status and notification of fund value (APSS251B)
  • 6 April 2017
  • Form
• Pension schemes: report of relevant benefit crystallisation events or transferring relieved relevant non-UK scheme assets (APSS 252)
  • 5 July 2024
  • Form
• Pension schemes: payments in respect of relevant members (APSS253)
  • 22 May 2024
  • Form
• Pension scheme member information for overseas scheme managers (APSS255)
  • 8 March 2017
  • Form
• Pension schemes: transferring UK tax-relieved pension assets (APSS262)
  • 12 August 2024
  • Form
• Pension schemes: member information (APSS263)
  • 8 March 2017
  • Form

Contracting out

• Contracted-out pension schemes: notice of increments to Guaranteed Minimum Pensions (CA1597)
  • 23 December 2016
  • Form

Appeals

• Pension schemes: notice of appeal and application to postpone payment (APSS413)
  • 7 June 2019
  • Form

Pension schemes: commercial software suppliers

• Find software suppliers for pension schemes
  • 11 April 2022
  • Guidance

Published 16 September 2014