Enables you to enter the relevant information required to complete the CA form.

The upper part of the screen displays the membership period start and end dates. If no end date is shown, the membership period is open and the scheme still has a liability to the member. Only those fields relevant to the form being created need to be completed.

Form Detail

Date Comm. C/O Emp

Enter the date that the member contracted out of SERPS for the selected period.

Date Term. C/O Emp

Enter the date that the member’s period of contracted out employment finished.

EES Earns. Tax Year

Enter the member’s gross earnings for the final contracted out year.

EES Earns. Previous

Enter the member’s gross earnings for the penultimate contracted out year.

Start Date New C/O Emp

Enter the date that the member’s new period of contracted out employment commences.

National Insurance Number

Display only. The member’s National Insurance number is shown in this field.

C.E.P.

Enter the member’s CEP amount.

Spouse’s GMP Indicat

Either enter 1 if the member’s spouse is deceased, or leave blank.

Pension Scheme

Enter the ID of the pension scheme to which these details relate, or select one by clicking WINDOW to display Pension Scheme Selection.

SCON

Display only. The Scheme Contracted Out Number (SCON) for the pension scheme entered in the previous field.

Company ID

Enter the ID for the company which employs the member if the company details differ from the Scheme details (ECON address), or select one by clicking window to display Select Company ID.

ECON

Display only. The Employer’s Contracted Out Number (ECON) for the Scheme or Company for the member, as appropriate.

Transfer To ECON

When the member belongs to an employer’s pension scheme, enter the ECON that details are to be transferred to.

Transfer To SCON

Enter the SCON that details are to be transferred to.

Transfer To ACON

Enter the Appropriate Contracted Out Number (ACON) that details are to be transferred to if the member has a personal pension scheme.

Additional Detail

Click window to display Maintain CA Forms Detail - Additional Detail, where you can enter additional CA form details.

Premium To

Enter 1 if the details entered are for a transferring out scheme, or enter 2 if the details entered are for a receiving scheme.

Although there are several different CA forms, their layouts all follow a similar format. Along with each actual form, a covering letter is produced that contains details such as legal declarations, signatures and contact details. The text and layout of all CA forms is held on file within the Pensions module.

MD612G14