Business tax – form

Pension schemes: request by scheme administrator for Lifetime Allowance Certificate details (APSS209)

Use form APSS209 if you're a pension scheme administrator to request details of an individual's Lifetime Allowance Certificate.

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Detail

Use form APSS209 if you’re a pension scheme administrator to request details of an individual’s Lifetime Allowance Certificate only if the administrator has been authorised by the individual.

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Authorisation of scheme administrator’s to view Lifetime Allowance certificate(s)
Use form APSS203 to authorise us to allow scheme administrators to view lifetime allowance certificates.