2024/25 Type 1

The certificate should be completed and submitted to PCSE no later than 28 February each year.

Forms should be submitted to PCSE by visiting the Contact Us page and completing a new GP Pensions enquiry.

Please download the excel form 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 excel form without the signature, and upload a separate page with the signature(s) on. The form will allow you to upload up to eight documents in one submission.

Forms can also be completed and sent by post to Primary Care Support England, PO Box 350, Darlington, DL1 9QN.

Please note, if you also need to submit a Type 2 Self Assessment form for 2023/24, this can be completed on PCSE Online.

Every year, the certificate usually becomes available to download from the NHS Pensions website from December/January

It should be completed and submitted to PCSE no later than the 28 February each year.

The certificate and guidance notes are available to download on the NHS Pensions website.

This certificate must be completed by individual GP providers (i.e. type 1 medical practitioners) and individual non-GP providers who are either partners in practice or working as a single hander.

PCSE can now accept forms without a handwritten signature as long as the contact email address when submitted is an nhs.net email address. If you do not have an nhs.net email address you will need to ensure that the form has a handwritten signature.

If documents are submitted without a hand-written signature, and no nhs.net email address is provided when the documents are sent to PCSE via visiting the Contact Us page and completing a new GP Pensions enquiry, the document(s) will be returned to the sender for re-submission.

The purpose of the certificate is to calculate:

• a provider’s pensionable NHS earnings
• the level at which pension contributions need to be paid, and
  the contributions due
   

PCSE will use this information to reconcile payments received against the certificate and arrange to correct any under or over payments from the previous financial year. 

If you have checked our end of year guide, videos and other resources and still need help with PCSE Online you can contact us. 

For more general pension enquires please contact NHS Pensions. 
 

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

Where a GP is a Provider and a Salaried GP in the same year, they must complete both the Type 1 Annual Certificate and Type 2 Self Assessment form. 

If the GP is Salaried only, they must complete a Type 2 Self Assessment form. 2023/24 Type 2 Self Assessment forms can be completed on PCSE Online.

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. 

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

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.

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

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 

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.

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

Yes, you can submit any missing Type 1 Annual Certificates via PCSE Online, with the exception of 2022/23 and 2023/24.

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

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. 

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. 

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