Appendix 1 - structured data for the annual return of information for 2018 to 2019
Published 13 September 2018
© Crown copyright 2018
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This publication is available at https://www.gov.uk/government/publications/relief-at-source-pension-schemes-newsletter-september-2018/appendix-1-structured-data-for-the-annual-return-of-information-for-2018-to-2019
Appendix 1 - Structured data for the annual return of information for 2018 to 2019
Mandatory fields - must be completed.
Conditional fields - must be completed where the conditions stated are met.
Column 1
Pension Scheme Administrator Reference
Mandatory field – 8 characters (the format must be PNNNN/NN – N stands for numeric field)
Column 2
Pension Scheme/Administrator Name
Mandatory field – up to 50 characters (This is the name of the scheme. If the return relates to more than one scheme, insert the name of the scheme administrator)
Column 3
Tax Year
Mandatory field – 4 numerical characters (This is the year in which the period of the return ends (for example the year ending 5 April 2019 will be 2019))
Column 4
Pension Scheme Tax Reference (PSTR)
Mandatory field – up to 10 characters (the format must be 8 numeric digits followed by ‘R’ and another alpha character)
Column 5
Member’s Title
Mandatory field – up to 10 alpha characters
Column 6
Member’s Forename(s)
Mandatory field – up to 50 alpha characters
Column 7
Member’s Surname
Mandatory field – up to 50 alpha characters
Column 8
Member’s National Insurance number
Conditional field – 9 characters (format must be AANNNNNNA or AANNNNNN, do not use temporary numbers)
Column 9
Reason for no NINO
Conditional field – up to 100 alpha characters
Column 10
Member’s Address Line 1
Mandatory field – up to 40 alpha/numeric characters
Column 11
Member’s Address Line 2
Mandatory field – up to 40 alpha/numeric characters
Column 12
Member’s Address Line 3
Conditional field – up to 40 alpha/numeric characters
Column 13
Member’s Address Line 4
Conditional field – up to 40 alpha/numeric characters
Column 14
Member’s Address Line 5
Conditional field – up to 40 alpha/numeric characters
Column 15
Member’s Postcode
Conditional field – up to 8 alpha/numeric characters (UK postcodes must be completed in this field, separate from the address fields)
Column 16
Member’s Date of Birth
Mandatory field – 8 numerical characters (the format must be DDMMYYYY the data supplied must not contain spaces or dividers)
Column 17
Member’s Gender
Mandatory field – 1 alpha character (Male = M, Female = F, Unknown = U or Not Disclosed = N) Column 18
Member’s Status
Mandatory field – 1 numerical character (employment status, enter a value 1-9 as below)
- Employed - A person chargeable to tax under chapter 2 of part 2 of Income Taxes (Earnings and Pensions) Act (ITEPA) 2003 for the year of assessment concerned in respect of employment income as defined in section 7 of that act from an office or employment held by that person
- A person chargeable to tax under part 9 of ITEPA 2003 for the year of assessment concerned in respect of a pension
- Self Employed - A person chargeable to tax under chapter 2 part 2 of Income Tax (Trading and Other Income) Act 2005 (ITTOIA) 2005 for the year of assessment concerned in respect of annual profits or gains arising or accruing from any trade, profession or vocation carried on by that person
- A child under the age of 16 years
- Caring for one or more children under the age of 16 years
- Caring for a person aged 16 years or over
- In full time education
- Unemployed
- Other status
Column 19
Rate of Relief
Mandatory field – up to 1 character (Scottish = S, Welsh = C or UK = null (space/blank))
Column 20
Individual Contribution
Mandatory field – up to 6 numerical characters, round to the nearest pound.
Column 21
Life Assurance Premium Contribution
Conditional field – up to 6 numerical characters, round to the nearest pound.
Column 22
Total amount of transfer payments received
Conditional field – up to 8 numerical characters, round to the nearest pound.
Column 23
Value of member’s fund
Mandatory field – up to 8 numerical characters, round to the nearest pound.
Column 24
Date of fund valuation
Mandatory field - 8 numerical characters (the format must be DDMMYYYY and the data supplied must not contain spaces or dividers). Insert a date of fund valuation which must be within a 12 month period commencing 6 July of the reported tax year.