End of Year - other years

If you are unable to use PCSE Online, you can download the relevant form from the NHS Pensions website and submit to PCSE by visiting our Contact Us page and completing a GP Pensions new enquiry.

You can resubmit a previously approved form if you need to make any corrections.

Only forms from 2015/16 onwards are visible on PCSE Online, as only these years were migrated from the legacy NHAIS system. 

You will be able to see contributions for your historic years in the NHS Pensions system.

For any years prior to 20216/17, you will need to submit a paper form. You can download these from the NHS Pensions website and submit them to PCSE via the GP Pensions enquiry form. 

Once you have submitted your form for processing on PCSE Online, its status will show as 'declarated' on the Type 2 Listings screen. 

Yes, simply click 'save for later' and the form will be saved as a draft.  

You can then retrieve the draft form from the Listings screen. Find out more here - the process is the same for both Type 1 and Type 2 forms. 

You will need to revert your form to draft status before you can update it and resubmit it. 

Log into PCSE Online, and click GP Pensions and Payments, then Pensions and then Self Assessments– Type 2. 

You can then click on ‘NHS Pension Scheme Annual Income listing’, and this is where you’ll see all current and previous forms. 

These are normally listed in date order, so you can sort on the ‘Financial Year’ column so the most recent is at the top of the list. 

Check you have the right certificate, in the ‘Declaration Status’ column, it will say Rejected. 

To revert a form to Draft status, 

• click on the red symbol (a circular arrow) in the ‘Revert to draft’ column
• A pop message will appear
• Click on Confirm
• the status will change to Draft. 

To edit, then resubmit, a form that in draft status, click on the relevant blue link in the ‘Form ID’ column.

You can now edit or submit your completed form.

For GPs who submitted their end of year form via the Contact Us form, you will need to update and resubmit via the same method. 

If you are unable to use PCSE Online, you can download the relevant form from the NHS Pensions website and submit to PCSE by visiting our Contact Us page and completing a new GP Pensions enquiry.

If PCSE have been unable to process your certificate, we will have emailed an explanation to the submitter. 

If you need to contact PCSE for further information please quote the case reference for your rejected form. 

Please download the forms directly from the NHS BSA website, complete it electronically, save it and upload it directly to the online form. As long as you can provide a nhs.net address as a contact email address there is no need to print it off, sign it and scan back in, which often makes the file size much larger.

If you don’t have an nhs.net email address, please upload the form without the signature, and upload a separate page with the signature(s) on. The form will allow you to upload up to five documents in one submission.

Yes, you an submit any missing annual certificates via PCSE online. 

Information on the Retirements application process is available on the PCSE website here

If any years are showing as already initiated in the Type 1 or Type 2 screen, you need to go the Listing Screen button to see forms that are in draft status or have already been completed or processed. 

If this doesn't resolve the issue then please contact PCSE. Please visit the link below, this page shows all ways you can contact us. https://pcse.england.nhs.uk/contact-us/gp-pensions-enquiries

There are a range of statuses in the ‘Declaration Status’ column on the NHS Pension Scheme Annual Income screen:

• Draft – you have started your form and saved it for later
• Pending - your accountant or advisor has completed your form on your behalf, and it is waiting for you to submit it
• Declarated – you have declared that your form is completed with the correct information and submitted it to PCSE for processing
• Approved – your form has been approved by PCSE. Your contributions data will be updated on your NHS Pensions record as long as you don’t have any missing years
• Rejected - your form has been rejected by PCSE and needs to be corrected and resubmitted
• Resubmitted – you have made corrections to your rejected form and submitted your form again for checking/processing by the PCSE Pensions team

The Type 1 and Type 2 listing screens on PCSE Online allow members to see their previously submitted Type 1 and Type 2 certificates. 

You can find the listing screen by logging into PCSE Online, select Payments and Pensions, select Pensions, then select Annual Certificate - Type 1 or Self Assessment - Type 2. You can then click on ‘NHS Pension Scheme Annual Income listing’, and this is where you’ll see all current and previous forms.

You can sort the ‘Financial Year’ column to easily check if forms for all years are showing as approved.

If any forms are showing as rejected you need to make the appropriate corrections and resubmit the form.

If any forms are showing as declarated they are awaiting processing by PCSE.

The NHS Pensions system (Pensions Online) can only be updated in sequential order, so if there are any years without an approved certificate, please submit a form to us so that the gap in your records can be resolved. You do not need to print out the forms if you need to contact us with any queries.

Please check that your Performer record on PCSE Online shows the correct start date for the post. 

If it does then please contact us, as the Pensions team will need to update the Pensions Joiner form to correct the start date. 

If your Performer record on PCSE Online shows the incorrect start date, please contact us to get this rectified in the first instance and then the Pensions Joiner form will need to be corrected. 

After these steps have been completed you will be able to submit your end of year form.

This is most likely because we do not have the GP's Pension Scheme Membership number (SD number) attached to their record. 

This could be because they have recently CCT'd. 

Please let us know the SD number, so that we can add it to their PCSE Online record. 

Once this is done the practice need to complete the Pensions Joiner form on PCSE Online with the GP's salary and tier rate details. 

This will automatically collect the contributions due (from the date the GP started) from the practice in the next monthly statement and will update the GP's Employee Contribution Statement on PCSE Online. 

After these steps have been completed the GP will be able to submit their end of year form.

Log into PCSE Online, and click GP Pensions and Payments, then Pensions and then Annual Certificate – Type 1. 

You can then click on ‘NHS Pension Scheme Annual Income listing’, and this is where you’ll see all current and previous forms. 

These are normally listed in date order, so you can sort on the ‘Financial Year’ column so the most recent is at the top of the list. 

Check you have the right certificate, in the ‘Declaration Status’ column, it will say Draft. 

To edit a form that in draft status, click on the relevant blue link in the ‘Form ID’ column.

Log into PCSE Online, and click GP Pensions and Payments, then Pensions and then Self Assessment– Type 2 

You can then click on ‘NHS Pension Scheme Annual Income listing’, and this is where you’ll see all current and previous forms. 

These are normally listed in date order, so you can sort on the ‘Financial Year’ column so the most recent is at the top of the list. 

Check you have the right certificate, in the ‘Declaration Status’ column, it will say Draft. 

To edit a form that in draft status, click on the relevant blue link in the ‘Form ID’ column.

The listings screen on PCSE Online allows members to see previously submitted Type 1 and Type 2 certificates and also any draft forms.

You can find the listing screen by logging into PCSE Online, select Payments and Pensions, select Pensions, then select Annual Certificate - Type 1 or Self Assessment - Type 2. You can then click on ‘NHS Pension Scheme Annual Income listing’, and this is where you’ll see all current and previous forms, including forms in draft status.

You can sort the ‘Financial Year’ column to easily check if forms for all years are showing as approved.

If any forms are showing as rejected you need to make the appropriate corrections and resubmit the form. If any forms are showing as declarated they are awaiting processing by PCSE.

Find out how to find and open your draft form 

If a form is showing as Pending, the confirmation box on the declaration page needs to be ticked and then the form needs to be submitted. 

The processing deadline NHS Pensions has set for 2022/23 forms received by PCSE by 31 March 2024 is mid-June 20224. 

You will need to revert your form to draft status before you can update it and resubmit it. 

Log into PCSE Online, and click GP Pensions and Payments, then Pensions and then Annual Certificates– Type 1. 

You can then click on ‘NHS Pension Scheme Annual Income listing’, and this is where you’ll see all current and previous forms. 

These are normally listed in date order, so you can sort on the ‘Financial Year’ column so the most recent is at the top of the list. 

Check you have the right certificate, in the ‘Declaration Status’ column, it will say Rejected. 

To revert a form to Draft status, 

• click on the red symbol (a circular arrow) in the ‘Revert to draft’ column
• A pop message will appear
• Click on Confirm
• the status will change to Draft. 

To edit, then resubmit, a form that in draft status, click on the relevant blue link in the ‘Form ID’ column.

You can now edit or submit your completed form.

For GPs who submitted their end of year form via the Contact Us form, you will need to update and resubmit via the same method. 

You can view submissions back to the 2015/16 financial year.

If your accountant or advisor has completed your Type 1 form on your behalf, you are required to log in and submit this. Log into PCSE Online, select GP Payments and Pensions, then Pensions, then either Annual Certificate – Type 1. 

You can then click on ‘NHS Pension Scheme Annual Income listing’, and this is where you’ll see all current and previous forms. 

These are normally listed in date order, so you can sort on the ‘Financial Year’ column so the most recent is at the top of the list. 

Click on the blue link of the relevant form, check the information completed by your accountant, declarate your submission and then submit.

You can check the status of the form on the NHS Pension Scheme Annual Income listing screen on PCSE Online.

Log into PCSE Online, and click GP Pensions and Payments, then Pensions and then Annual Certificate – Type 1. 

You can then click on ‘NHS Pension Scheme Annual Income listing’, and this is where you’ll see all current and previous forms. 

These are normally listed in date order, so you can sort on the ‘Financial Year’ column so the most recent is at the top of the list. 

There are a range of statuses in the ‘Declaration Status’ column:

• Draft – you have started your form and saved it for later
• Pending – your accountant or advisor has completed your form on your behalf, and it is waiting for you to submit it
• Declarated – you have declared that your form is completed with the correct information and submitted it to PCSE for processing
• Approved – your form has been approved by PCSE. Your contributions data will be updated on your NHS Pensions record as long as you don't have any missing years
• Rejected – your form has been rejected by PCSE and needs to be corrected and resubmitted
• Resubmitted – you have made corrections to your rejected form and submitted your form again for checking/processing by the PCSE Pensions team

You can manually submit your form via the 'Contact us' page found at the link below if you cannot use PCSE Online.

GP Pensions enquiries | PCSE (england.nhs.uk)

If the Submit button is greyed out, this means there is some missing or incorrect information or this has already been submitted. Please check the status of your form in the Listings screen.

This sounds like a technical issue with your PCSE Online account. Please contact our Customer Service Centre for help.

For PCSE Online, the accountant can log in and complete the figures. Find out more here. 

The GP must then log in, check their form, tick the confirmation box on the declaration page and click submit.