Completing and submitting forms (T1)

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. 

Certificates received before 28 February deadline

All annual pension certificates and related adjustments will be processed and adjustments will be carried out in the usual practice monthly pay run. The information should be visible on the August Total Reward Statement, assuming there are no gaps in the pension record.

Certificates received after 28 February deadline

Any certificates received after 28 February will be processed as they are received, and adjustments will be made in due course.

Any forms received past the deadline may not be reflected in the August Total Reward Statement, but will show on any future statements, assuming there are no gaps in the pension record.

Any adjustments for individual doctors/non-clinical partners will be clearly shown on the practice PCSE Online statement.

Complete and accurate submissions received by the deadline are expected to be included in the NHS Pensions August Total Reward Statement (TRS) refresh.

You can submit after the deadline. 

However, your form may not be processed in time for the NHS Pensions August Annual Benefit Statement (ABS) (formerly known as Total Reward Statement).

If that is the case your NHS Pensions online record will be updated once NHS Pensions have completed the next TRS refresh (date yet to be confirmed). 

You can however contact NHS Pensions to request a statement.

Find out more here . 

If you are aware of any previous years that are missing certificates, please submit the appropriate form for the missing year via PCSE Online. If you have downloaded an Excel form from the NHS Pensions website, you can submit  via the GP Pensions contact us form. 

You can search for your employer's ODS code on the ODS Portal.

If you completed any medical practitioner work in the relevant financial year, you must, under statutory legislation, complete the relevant forms by the published deadline.

The key information that PCSE require is what NHS Pensions call on the Type 1 form the Practice reference number. 

This is the ODS code. You will find the ODS code for the practice you work for on your Employee Contribution Statement on PCSE Online. 

You can find information on Employing Authority codes on the NHS Pensions website. 

For more information on earning caps and other related topics, visit the NHS Pensions website. 

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.

Please use the Contact Us form to submit Limited Company certificates 

Please see the NHSBSA website for guidance on calculating pensionable pay.

Visit https://www.nhsbsa.nhs.uk/search and enter pensionable pay as a search term.

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)

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.

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. 

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.

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. 

If you were a partner at multiple practices with a GMS, PMS, or APMS contract, you must submit a Type 1 form for each practice. You need to include pensionable income from all practitioner posts when calculating your Tier Rates.  See https://www.nhsbsa.nhs.uk/member-hub/information-practitioners-and-non-gp-providers for guidance on completing Type 1 form and also guidance on the 2022/23 annualisation calculator.

If a previous financial year shows as red, this simply means the form has not been submitted on the PCSE Online portal. The listings screen on PCSE Online allows members to see previously submitted Type 1 and Type 2 certificates and also any draft forms. You will be able to see forms submitted via the "old method" that have been approved by PCSE on the Listing Screen. 

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.

Pensionable Pay is the total gross pay for a salaried post. This can be found on your month 12 payslip if you have worked the full year, or the total / cumulative gross pay on your last payslip if you left the post during the year.
 
For Solo work, your total gross pay can be found on your Annual Solo form.
 
For Locum work, pensionable pay is 90% of your locum fees and can be found on the Locum A and B forms that you will have submitted if you pensioned your locum work. 

GPs who only perform solo work should complete a Type 2 certificate. See the Salaried GPs & Assistant GPs for guidance on completing a Type 2 certificate.

You will find the ODS code for the organisation you worked for in the Employee Contribution Statement screen on PCSE Online. 

You need to select the correct financial year and click on the 'select practices' dropdown.

Find out more here. 

If your income type is showing as profit share when you were a salaried GP, please make sure you submitted a Performer employment change from partner to salaried GP on PCSE Online and that it is showing as approved. If it is Pending, speak to the Practice Manager to get this approved.

If your employment status as partner is approved, speak to the Practice Manager as they will need to update your income type. This is done by them completing the Pensions “Leaver” form on PCSE Online to end your partner role and then completing a Pensions Joiner form to commence your role as a salaried GP. This will automatically update your Employee Contribution Statement on PCSE Online. After these steps have been completed you will be able to submit your end of year form for 2022/23.

If you have never been a partner at the practice, please use the “Pensions Contribution Query” option on the Contact Us form and provide the details of how what you are expecting to see on your statement differs from what PCSE Online is showing so that we can investigate for you.

Partners need to complete a Type 1 form. 

If you have been a Partner and a salaried GP in the same year you will need to complete a Type 1 and Type 2 form for that year.

You only need to submit forms for years where you undertook work in a primary care setting as a Principal or Salaried GP. 

Please note, this FAQ relates only to the 2023/24 Type 2 paper form. You can now complete and submit 2023/24 Type 2 forms on PCSE Online.

2023/24 Type 1 Annual Certificates still need to be downloaded from the NHS Pensions website. 

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Pensionable Pay is the total gross pay on your month 12 payslip for a salaried post if you have worked the full year, or the total gross pay on your last payslip if you left the post during the year.. For Solo work, you will find your pensionable pay on your Annual Solo form. Pensionable pay for Locum work is 90% of your locum income. 

If you supply your nhs.net, nhs.uk or doctors.org.uk when you submit your Type 2 form a wet signature is not required