Apply-TTFC - Civil Service Pension Scheme

This guided application can be used by scheme members, 3rd parties or the legal personal representative of deceased members to:

apply for a Transitional Tax-Free Amount Certificate (TTFC) or
request information about the Civil Service Pension Scheme benefits, to support an application for a TTFC from another scheme.

Once you've completed your request for a TTFC online, we'd love for you to share your thoughts using the feedback section at the end of the form...

I confirm that I've read the information detailed on the TTFC Hub, and understand the application I'm completing

Read information and Evidence Ready 1

I've read the information sheet and have my evidence ready to upload.

Read information and Evidence Ready 2

Your status on completing the form.. *

A Member of the Civil Service Pension scheme.
3rd party eg. IFA on behalf of a scheme member.
Legal Representative of a deceased scheme member.

Info 1

Please provide your personal information below so we can identify your record.

We’ll send you information about the benefits you’ve taken from the Civil Service Pension Scheme, including:

If you have had a Relevant Benefit Crystallisation Event in the Civil Service Pension Scheme on or after 6 April 2024
Benefit crystallisation date(s) and capital value(s)
Lifetime Allowance % used
Pension Commencement Lump Sum(s) taken
Serious Ill Health Commutation Lump Sum(s) taken
Overseas transfers
Any Lifetime Allowance protection known to have been used

We aim to provide this information within [10 working days].

If you have a partnership pension account or Civil Service AVC account, you’ll need to contact your provider directly.

You are not eligible for this service if you have not received any benefits from the Civil Service Pension Scheme.

Member Crystal Event 1

Authority Info 1

Please note:

If you’re a third party such as:

a member’s independent financial advisor (IFA) / solicitor, or
a person holding Power of Attorney (e.g., for a member who does not have capacity)

We must hold confirmation of your authority to act on a member’s behalf before you use this service. If this isn’t the case, you are unable to use this service at present. Do not select this option if you’re applying for information regarding a deceased scheme member.

This application for a Transitional Tax-Free Amount Certificate from Civil Service Pensions should be your only application on behalf of the member, to any scheme.

Before proceeding, gather the information detailed on the information sheet from each other scheme where the member has received benefits.

If the member has only received benefits from the Civil Service Pension Scheme, indicate this later in your application.

It is your responsibility to ensure all information from other schemes is accurate before submission, including any details regarding Lifetime Allowance protection the member may have used.

If you submit an application and find your evidence is incomplete or inaccurate, notify us immediately. We will cancel your application, and you will need to start again.

If you discover any inaccuracies in the evidence you've submitted, any issued Transitional Tax-Free Amount Certificate will become invalid and you'll need to reapply. This includes any changes to the member’s Civil Service Pension Scheme benefits resulting from the Remedy exercise.

I understand the above *

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Authority Info 2

Please note:

To be the legal personal representative of a deceased member, you must be named on the grant of probate, letters of administration or the member’s will.

We must already have been provided with a copy of the death certificate and evidence of your capacity as legal personal representative. If this isn’t the case, you are unable to use this service at present.

This application for a Transitional Tax-Free Amount Certificate from Civil Service Pensions should be the only application submitted for the member, in respect of any scheme.

Before proceeding, gather the information outlined on the information sheet from each other scheme where the member is known to have received benefits.

If the member has only received benefits from the Civil Service Pension Scheme, indicate this later in your application.

It is your responsibility to ensure all information from other schemes is accurate before submission, including any details regarding Lifetime Allowance protection the member may have used.

If you submit an application and find your evidence is incomplete or inaccurate, notify us immediately. We will cancel your application, and you will need to start again.

I understand the above *

e330dc46-67d4-432a-c8a6-c01eb0e156f9

Authority Info 3

Please note:

If you’re a third party such as:

a member’s independent financial advisor (IFA) / solicitor, or
a person holding Power of Attorney (e.g., for a member who does not have capacity)

We must hold confirmation of your authority to act on a member’s behalf before you use this service. If this isn’t the case, you are unable to use this service at present.

Do not select this option if you’re applying for information regarding a deceased scheme member.

I understand the above *

bb45c4bd-11b9-4490-a572-0adf694179d7

Authority Info 4

Please note:

To be the legal personal representative of a deceased member, you must be named on the grant of probate, letters of administration or the member’s will.

We must already have been provided with a copy of the death certificate and evidence of your capacity as legal personal representative.

If this isn’t the case, you are unable to use this service at present.

I understand the above *

91ea0ef9-58e0-4459-93b7-412f2b5a65b8

Info 2

Please provide the deceased member’s personal details along with your own contact information below.

We’ll send you information about the benefits the member received from the Civil Service Pension Scheme, including:

Any Relevant Benefit Crystallisation Events in the Civil Service Pension Scheme on or after 6 April 2024
Defined Benefit Lump Sum Death Benefits paid
Benefit crystallisation date(s) and capital value(s)
Lifetime Allowance % used
Pension Commencement Lump Sum(s) taken
Serious Ill Health Commutation Lump Sum(s) taken
Overseas transfers
Any Lifetime Allowance protection known to have been used

We aim to provide this information within [10 working days].

If the member had a partnership pension account or Civil Service AVC account, you’ll need to contact their provider directly.

Info 3

Please provide your personal information below so we can identify your record.

We’ll send you information about the benefits you’ve taken from the Civil Service Pension Scheme, including:

If you have had a Relevant Benefit Crystallisation Event in the Civil Service Pension Scheme on or after 6 April 2024
Benefit crystallisation date(s) and capital value(s)
Lifetime Allowance % used
Pension Commencement Lump Sum(s) taken
Serious Ill Health Commutation Lump Sum(s) taken
Overseas transfers
Any Lifetime Allowance protection known to have been used

We aim to provide this information within [10 working days].

If you have a partnership pension account or Civil Service AVC account, you’ll need to contact your provider directly.

You are not eligible for this service if you have not received any benefits from the Civil Service Pension Scheme.

Member Crystal Event 2

Has the member had a Relevant Benefit Crystallisation Event on or after 6th April 2024? *

Yes
No

Member Crystal Event 3

Has the member had a Relevant Benefit Crystallisation Event on or after 6th April 2024 ? *

Yes
No

Eligibility End 1

You can only apply for a Transitional Tax-Free Amount Certificate if you have had no Relevant Benefit Crystallisation Events on or after 6 April 2024.

We’re sorry, but you are not eligible to use this service.

Eligibility End 2

You can only apply for a Transitional Tax-Free Amount Certificate if you have had no Relevant Benefit Crystallisation Events on or after 6 April 2024.

We’re sorry, but you are not eligible to use this service.

Personal Details 1

Your Details:

Your name *

First name

Surname

Your Date Of Birth *

Day

Month

Year

Your National Insurance Number *

Your home address *

Your email address *

Help with this

We’ll contact you via email by default

Personal Details 2

About the member you’re acting on behalf of:

Their name *

First name

Surname

Their Date Of Birth *

Day

Month

Year

Their National Insurance Number *

Their home address *

About you (the authorised third party)

The details you provide must match those on the document giving you authority to act on the member’s behalf.

If you’re acting in a corporate capacity (such as a solicitor), provide your work email and postal addresses.

Your name *

First name

Surname

Your home address *

Your email address *

Help with this

We’ll contact you via email by default

The capacity you are acting in e.g. IFA *

Personal Details 3

About the deceased member:

Their name *

First name

Surname

The date of their death *

Day

Month

Year

Their National Insurance Number *

Their home address *

About you (the legal personal representative).

If you’re acting in a corporate capacity (such as a solicitor), provide your work email and postal addresses.

Your name *

First name

Surname

Your home address *

Your email address *

Help with this

We’ll contact you via email by default

Your relationship to the member (optional)

Please upload the evidence you have obtained from your other pension providers.

When you click 'choose files' a window will pop up so you can select these from your computer. This allows you to upload multiple files, so please ensure you select all files and upload at the same time.

Upload your evidence here (accepted file types are .PDF .DOCX and .JPG) *

Help with this

Accepted file types are .PDF .DOCX and .JPG

I certify that the evidence I attach constitutes ‘complete evidence’ of all my benefit crystallisation events, and tax-free lump sums received between 6 April 2006 and 5 April 2024, other than any benefits paid directly from the CSPS. *

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I agree to Civil Service Pensions taking this evidence at face value. *

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If there are any errors in the evidence I have provided, it will change the figures detailed in the Transitional Tax-Free Amount Certificate and the certificate becomes invalid. *

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If I discover any inaccuracies in the evidence submitted, any issued Transitional Tax-Free Amount Certificate will become invalid and I'll need to reapply. This includes any changes to your Civil Service Pension Scheme benefits resulting from the Remedy exercise. *

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Upload attachments 2

Please upload the evidence you have obtained from other pension providers detailing the member’s benefits.

Upload your evidence here (accepted file types are .PDF .DOCX and .JPG) *

Help with this

Accepted file types are .PDF .DOCX and .JPG

I certify that the evidence I attach constitutes ‘complete evidence’ of all of the above-named member’s known benefit crystallisation events, and tax-free lump sums received between 6 April 2006 and 5 April 2024, other than any benefits paid directly from the CSPS. *

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I agree to Civil Service Pensions taking this evidence at face value. *

738d1b2c-2f29-461a-ec26-a2cc4cd8119c

If there are any errors in the evidence I have provided, it will change the figures detailed in the Transitional Tax-Free Amount Certificate and the certificate becomes invalid. *

fe13ae8c-73c0-4a15-e72e-b31d51f3fb49

If I discover any inaccuracies in the evidence I've submitted, any issued Transitional Tax-Free Amount Certificate will become invalid and I'll need to reapply. This includes any changes to your Civil Service Pension Scheme benefits resulting from the Remedy exercise. *

e4d9be7c-5c90-4f89-a3ea-2a12b85a65ae

Upload attachments 3

Please upload the evidence you have obtained from other pension providers detailing the member’s benefits.

Upload your evidence here (accepted file types are .PDF .DOCX and .JPG) *

Help with this

Accepted file types are .PDF .DOCX and .JPG

I certify that the evidence I attach constitutes ‘complete evidence’ of all of the above-named member’s benefit crystallisation events, and tax-free lump sums received between 6 April 2006 and 5 April 2024, other than any benefits paid directly from the CSPS. *

535ae74d-e664-4d17-b6bf-3713bfcf8c2e

The member and I agree to Civil Service Pensions taking this evidence at face value. *

0f2406c7-e052-4054-e890-7a6e732e9087

If there are any errors in the evidence I have provided, it will change the figures detailed in the Transitional Tax-Free Amount Certificate and the certificate becomes invalid. *

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If either the member or I discover any inaccuracies in the evidence submitted, any issued Transitional Tax-Free Amount Certificate will become invalid and I'll need to reapply. This includes any changes to your Civil Service Pension Scheme benefits resulting from the Remedy exercise. *

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Final Declaration 1

Final Declaration:

I wish to apply to the Civil Service Pension Scheme for a Transitional Tax-Free Amount Certificate. *

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I have read the information sheet at the start of this application form and understand its contents. *

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I have understood the previous Declarations I have made during this process and agree to be bound by them. *

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I agree to Civil Service Pensions processing and storing my information. *

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Final Declaration 2

Final Declaration:

I wish to apply to the Civil Service Pension Scheme for a Transitional Tax-Free Amount Certificate in respect of the above-named deceased member. *

74a0699f-45b0-4a98-9e3b-ef59dae9873e

I have read the information sheet at the start of this application form and understand its contents. *

0284b058-ec5d-44f6-f235-3dfb0244552f

I have understood the previous Declarations I have made during this process and agree to be bound by them. *

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I agree to Civil Service Pensions processing and storing my information. *

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Final Declaration 3

Final Declaration:

I wish to apply to the Civil Service Pension Scheme for a Transitional Tax-Free Amount Certificate in respect of the above-named member. *

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I am authorised to act on the member’s behalf and my authority is already registered with Civil Service Pensions. *

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I have read the information sheet at the start of this application form and understand its contents. *

e869093c-76a7-4e6d-d235-4ba676de23d9

I agree to Civil Service Pensions processing and storing my and my client’s information. *

a1dc4df3-ee66-4c5e-c21c-ab06617617e9

I have understood the previous Declarations I have made on the member’s behalf during this process and agree to be bound by them. *

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Consent 1

Consent:

I agree to Civil Service Pensions processing and storing my information. *

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I agree to be contacted by email, by default. *

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Consent 2

Consent:

I agree to Civil Service Pensions processing and storing my information and information about the deceased member I am applying in respect of. *

b4a975c8-f473-465d-f664-86785c4e6383

I agree to be contacted by email. by default. *

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Consent 3

Consent:

I agree to Civil Service Pensions processing and storing my information and information about the member I am authorised to act on behalf of. *

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I agree to be contacted by email, by default. *

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