Scheme Pays quote - Civil Service Pension Scheme

The quickest way to submit your request is by using the form below. However, if you'd prefer to print out and return this form by post, you can download the postal version.

Before completing this form, please review the current scheme pays deadline dates. Any application received outside the above dates will still be processed but payment by HMRC’s deadlines cannot be guaranteed.

Tax is your responsibility. If you’re liable to pay any Annual Allowance tax charge, you should follow HMRC’s guidelines for calculating, declaring and paying any tax due.

Personal Details 1

Your personal details

Your Full Name *

First name

Surname

Personal Details 2

Your email address *

Your National Insurance (NI) number *

Your telephone number *

Personal Details Choices

Scheme Pays introduction

Your Scheme Pays information

Using your answers, we’ll check your eligibility for Scheme Pays. If you’re eligible,
we’ll provide you with a quote showing the permanent effect Scheme Pays could have on your Civil
Service pension benefits

Split tax charge

If you’re subject to a tapered Annual Allowance, only part of your tax charge can be on a Mandatory basis. If you have missed the 31st January deadline, you may wish to split your tax charge into Voluntary and Mandatory, as Mandatory has a later payment deadline (please see front of form). We cannot assist you with this calculation.

See www.gov.uk/hmrc-internal-manuals/pensions-tax-manual for further details.

Do you wish to split your tax charge? *

Yes
No

Split tax charge 2

Amount of tax charge on a Mandatory basis from your Principal Civil Service Pension Scheme (classic / classic plus / premium / nuvos) in £ (GBP) *

Amount of tax charge on a Mandatory basis from your Civil Service and Others Pension Scheme (alpha) *

Amount of tax charge on a Voluntary basis from your Principal Civil Service Pension Scheme (classic / classic plus / premium / nuvos) *

Amount of tax charge on a Voluntary basis from your Civil Service and Others Pension Scheme (alpha). *

Your declaration

I confirm that to the best of my knowledge the details I have supplied are correct. *

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I understand it is my responsibility to read the guidance on the HMRC website in relation to Scheme Pays *

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I understand that if I choose not to proceed with Scheme Pays, I must make other arrangements with HMRC to pay the Annual Allowance tax charge *

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The Annual Allowance tax charge shown above has been calculated in accordance with HMRC guidance *

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I am aware that if I accept the Scheme Pays quote, I cannot withdraw from the arrangement *

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I understand that my Civil Service pension benefits will be permanently adjusted to take account of the payment of the Annual Allowance charge made by the Scheme Administrator *

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