Form

How to build the bulk GMP calculation template

Published 18 July 2016

© Crown copyright 2016

This publication is licensed under the terms of the Open Government Licence v3.0 except where otherwise stated. To view this licence, visit nationalarchives.gov.uk/doc/open-government-licence/version/3 or write to the Information Policy Team, The National Archives, Kew, London TW9 4DU, or email: psi@nationalarchives.gov.uk.

Where we have identified any third party copyright information you will need to obtain permission from the copyright holders concerned.

This publication is available at https://www.gov.uk/government/publications/pension-schemes-request-gmp-calculations-by-uploading-csv-files/how-to-build-the-bulk-gmp-calculation-template

This guide will help you request multiple GMP calculations by uploading a Comma Separated Variable (CSV) file containing pension scheme members’ details.

A CSV file is a file where data is separated by a comma rather than columns.

Format to use for a CSV bulk upload file

If you change the structure or format of the file, your request may fail.

You should make sure there are 10 fields, separated with a comma (,) - except for the last field.

If a field contains no information because it’s optional or not relevant to the calculation, don’t delete it.

Example


S2730011H,QQ123456D,j,smith,,1,,21/09/2010,0,Y

Fields

SCON (field 1)

This is the scheme contracted out number. You must complete this field.

NINO (field 2)

National Insurance number. You must complete this field.

First name or initial (field 3)

You must complete this with at least 1 character.

Last name (field 4)

You must complete this field in full. There must be at least 2 characters.

Member (field 5)

You can use this field to enter a number to identify an individual member by - this field is optional.

Calculation type (field 6)

You must complete this field with the number of the type of calculation you’re requesting:

  • 0 - Leaving
  • 1 - GMP specific date (for example transfer or divorce)
  • 2 - GMP payable age
  • 3 - Survivor
  • 4 - SPA

Date of leaving (field 7)

You should enter:

  • nothing in this field if the member left the scheme before 6 April 2016
  • a date (DD/MM/YYYY) if the member left the scheme on or after 6 April 2016
  • ‘SM; if the member is still in the scheme

This field is optional.

Date GMP applies (field 8)

If the calculation type is ‘GMP on a specific date’, enter the date (DD/MM/YYYY) at which you want the calculation to apply. If the calculation type is ‘Survivor’ and you would like the calculation to be inflation proofed, enter the date (DD/MM/YYYY).

This field is optional.

Revaluation rate (field 9)

You must enter the number of the revaluation rate you would like to use if HMRC needs to revalue the calculation:

  • 0 - Held by HMRC
  • 1 - S148
  • 2 - Fixed rate
  • 3 - Limited rate

Opposite gender calculation (field 10)

Depending on whether you want an opposite gender calculation to help equalise a member’s benefits, you must enter either:

  • ‘Y’ or ‘Yes’
  • ‘N’ or ‘No’
Back to top