Form

Pension schemes: request by scheme administrator for Lifetime Allowance Certificate details (APSS209)

Use form APSS209 if you're a pension scheme administrator to request details of an individual's Lifetime Allowance Certificate.

• From: HM Revenue & Customs
• Published: 18 June 2014
• Last updated: 7 June 2019 — See all updates

Documents

Request by scheme administrator for Lifetime Allowance Certificate details (APSS209)

Ref: APSS209

https://public-online.hmrc.gov.uk/lc/content/xfaforms/profiles/forms.html?contentRoot=repository:///Applications/SpecPersTax_iForms/1.0/APSS209&template=APSS209.xdp

Details

Use form APSS209 if you’re a pension scheme administrator to request details of an individual’s Lifetime Allowance Certificate only if the administrator has been authorised by the individual.

Email HMRC to ask for this form in Welsh (Cymraeg).

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Related forms and guidance

Authorisation of scheme administrator’s to view Lifetime Allowance certificate(s)
Use form APSS203 to authorise us to allow scheme administrators to view lifetime allowance certificates.

Published 18 June 2014
Last updated 7 June 2019 + show all updates

1. 7 June 2019

   The address to send the form APSS 209 to has been updated.

2. 18 June 2014

   First published.