PAYE68076 - employment maintenance: movements browser: pension cases (Action Guide)
To consider messages that appear under this category follow
steps 1 - 11 below. The guide is presented as follows
Note: For more information on pension cases see
‘Automatic Record Update For New Pensioners’ at
PAYE63040
For details of how to access any of the COP and TBS functions
use the [Index of Functions] button on the left of the screen.
Pension notification received but the record already noted OCCPEN
- Use Function TD to check the pension number
- If the record does not have a pension number or the pension number is the same as the one on the printout
- Telephone the pension provider to find out if two pensions are being paid
- If only one pension is being paid
- Use Function MR to insert / amend the pension number
And then
- Delete the work item
- If more than one pension is being paid
- Use Function MS (Class 3) to create a new sub source record
- Use Function CD to
- Code Basic Rate on a Week1 / Month1 basis
- Issue form P2 to the taxpayer
- Issue form P6 to the employer
And then
- Delete the work item
- Use
- Function TD to view the main source record
- Function TA to set the SUB signal
- Function NO to make an Essential Note (ENote) of the sub source office and employer reference
Pension notification received and RLS signal is set
- If the RLS signal is set
- Use TBS Function AMEND TAXPAYER ADDRESS to check the address details to see if the RLS signal is correctly set
- If the RLS signal is correctly set
- Delete the work item
- If the RLS signal is not set correctly
- Use TBS Function AMEND TAXPAYER ADDRESS to amend the address details and unset the RLS signal
And then
- Delete the work item
Pension notification received and MCOTP signal is set
- Use Function TD to check the details
- Issue form P161 or a P161W if the New Widow indicator is set
- Delete the work item
