Fillable Automatic-enrolment-online-registration-checklist.ashx Declaration of compliance checklist

Fill Online, Printable, Fillable, Blank Automatic-enrolment-online-registration-checklist.ashx Declaration of compliance checklist Form

Use Fill to complete blank online PENSIONS REGULATOR pdf forms for free. Once completed you can sign your fillable form or send for signing. All forms are printable and downloadable.

Automatic-enrolment-online-registration-checklist.ashx Declaration of compliance checklist

On average this form takes 2 minutes to complete

The Automatic-enrolment-online-registration-checklist.ashx Declaration of compliance checklist form is 2 pages long and contains:

  • 0 signatures
  • 19 check-boxes
  • 0 other fields

Country of origin: UK
File type: PDF

Use our library of forms to quickly fill and sign your Pensions Regulator forms online.

BROWSE PENSIONS REGULATOR FORMS

Related forms
Fill has a huge library of thousands of forms all set up to be filled in easily and signed.
Fill in your chosen form
Sign the form using our drawing tool
Send to someone else to fill in and sign.
find another form
 
Declaration of compliance checklist
This checklist has been designed to help you complete your declaration of
compliance online. It shows you all of the information you will need and where
you can find it.
You must complete your declaration of compliance to tell us how you have met
your legal duties.
You need to provide all of the information below to the regulator. Make sure you
start your declaration ahead of your deadline because the information you will
need may take time to prepare.
Information you’ll need to provide Guidance notes
PAYE scheme reference(s) for all PAYE
schemes the employer uses
If you operate more than one PAYE scheme, you must provide details
for each of them. Your PAYE reference can be found on the letter you
received from us about automatic enrolment. You can also find it on your
letter from HMRC when you first registered as an employer, or from your
payroll software.
Letter code from The Pensions
Regulator
Your unique 10-digit number shown at the top of each automatic enrolment
letter you receive from us. If you need to complete a declaration for more
than one employer, you’ll need the letter code for each one.
Your contact details Your name, address, telephone number and email address.
Your relationship to the employer For example an agent such as an accountant, or financial adviser. If you
are the employer please state ‘Employer’.
Name of the employer The organisation or person who employs sta.
1. Companies House number
2. Industrial and provident society
number
3. Registered charity number
4. VAT registration number
You only need to complete one of these if you have it. If you don’t have
any of these then tick the series of boxes stating that you don’t have
them.
Employer contact details The name and job title of the owner or most senior person at the
employer. This could be the person who employs a personal care
assistant or someone to help them in the home. This must not be
the name of an agent or third party completing a declaration on the
employer’s behalf.
Employer email address The Pensions Regulator will send all ocial documents and legal notices
to you by post.
If you agree, we may also send them by email.
Employer correspondence address Your main address or your registered company address.
Type of pension scheme(s) used for
automatic enrolment (personal or
occupational)
If you are unsure what type of scheme you have then please contact your
pension scheme.
Note NEST is an occupational pension scheme.
Employer pension scheme reference
(EPSR)
This is your unique pension scheme reference, which can be found on any
correspondence from your pension provider. For NEST it is the ‘employer
NEST ID’ or for other schemes it may also be described as the group
policy number.
You can find this reference on correspondence from your pension
scheme. If in doubt, please contact your pension scheme.
You must complete your declaration
with The Pensions Regulator within
five calendar months after your duties
start date or staging date.
Visit: www.tpr.gov.uk/online-declare
This checklist is designed to help you comply with your legal duties under the Pensions Act 2008 and Regulations. While we
can oer guidance, this checklist should not be regarded as a substitute for, or definitive interpretation of, the law. If you have
any doubts about your legal duties then you should seek legal or other specialist advice.
*Please provide accurate gures where we ask for numbers or gures to be provided.
Information you’ll need to provide Guidance notes
Pension scheme registry number (PSR) You will need this for all pension schemes except NEST. This
is an 8-digit number starting with 1. Your pension scheme
should have provided this to you already. If in doubt please
contact them.
Name and address of the pension scheme(s) used
for automatic enrolment
If you do not have a PSR you must complete this section.
The last day of the postponement period(s)
This only applies if you used postponement
You cannot complete your declaration until after this date,
although we encourage you to start your declaration as soon
as possible.
The total number* of sta employed on your duties
start date or staging date
This is the number of sta you employed on your duties start
date or staging date. This includes personal care assistants
and people employed to help you in your home.
The number* of sta you had to put into a pension
scheme
This is the number of sta you had to put into a pension
scheme on your duties start date or staging date (or
postponement date). This should include anyone who asked
to leave the scheme or left your employment since your duties
start date or staging date. Don’t include anyone who asked
to join your pension scheme or who was already in a pension
scheme on your duties start date or staging date.
The number* of sta who were already members of a
pension scheme (on your duties start date or staging
date)
This is the number of people who, on your duties start date
or staging date, were already in a pension scheme that you
have set up for them. Don’t include anyone that you had to
put into a scheme on your duties start date or staging date.
Don’t include anyone who asked to join or was put into the
scheme after the duties start date or staging date.
Are you using the defined benefit transitional period?
This facility is no longer available. Please enter ‘No’.
The number* of sta who do not fall into the above
categories
Everybody else who worked for you on your duties start date
or staging date that you haven’t already told us about. This
includes those who have asked to join your pension scheme
and anyone who has since left your employment. This must not
include anyone who started working for you after your duties
start date or staging date.
Top tips
1. Make sure you’re prepared – you’ll need all of the information on this checklist.
2. This is your responsibility as an employer – don’t assume an agent, third party or your pension scheme will do it for you.
3. Start ahead of time with information you already know – anything you add can be saved at any time.
4. If you have to put staff into a pension scheme, complete your declaration as soon as you’ve done this.
5. Only tell us about pension schemes you’ve used to put your staff into for automatic enrolment.
6. Make sure you know about and tell us about every PAYE scheme you use.
© The Pensions Regulator October 2018
AE DEC CHECKLIST (10/18)
Download
Save PDF to desktop
Email
Email completed PDF
Send for Signing
Email for others to sign
Print
Print document
Choose a Field
Click on a field and
select the person that should complete it
Want to add a signature?
You can add a signature field
and assign it to someone else
to sign
Choose a Field
Click on a field and
select the person that should complete it

Automatic-enrolment-online-registration-checklist.ashx Declaration of compliance checklist

This document is locked as it has been sent for signing.

You have successfully completed this document.

Other parties need to complete fields in the document. You will recieve an email notification when the document has been completed by all parties.

This document has been signed by all parties.

Completed 5 July 2020

Message

View Audit Log
Print With Audit Log
Duplicate Document