PAYE76075 - PAYE operation: pensioners: P46(DWP) details


The following tells you what details are shown on form P46(DWP)

Entry on formMeaning / action
Office No and Tax Reference NoThree digit office numeral followed by employer reference. In some instances the UTR is shown in error and you should use Function TI to trace the correct reference
National Insurance NumberThe National Insurance Number for the named pensioner is shown. The spouse’s National Insurance Number may also be shown
Pensioner's NameThe pensioner’s forename(s) and surname are shown
Pensioner's AddressThis should be the most recent private address. Amend the record if necessary
Nature of benefitThis will show the different types of benefit
Category A pensionA retirement pension payable to a man or woman by virtue of their own contributions

A married woman under 60 is not entitled to a pension when her husband qualifies for state retirement pension

The husband’s pension may include a dependant’s addition. This is his income
Category B pensionA retirement pension payable by virtue of the late spouse’s contributions to
  • A widow over 60

Or

  • A widower over 65
Category BL pensionThe basic lower rate of retirement pension payable to a married or separated woman by virtue of her husband’s contributions. It is her income
Category ABL pensionA retirement pension payable to a married woman. It is part Category A and part Category BL. It is her income
Widow's benefitThis includes widow’s pension and widowed mother’s allowance. A widow reaching 60 generally changes to a Category B pension but you will not receive a P46(DWP) to tell you this
Non contributory retirement pensionThis is payable to a person who has not paid contributions
Type of awardThis is shown as FINAL or INITIAL. For INITIAL awards the Department for Work and Pensions (DWP) are making further enquiries to determine the rate of the final award. No further form P46(DWP) is issued

If the taxpayer gives you different figures of pension afterwards, accept these figures
Total pension payableThe first column shows the weekly rate of pension payable at the date the award is made

The Uprated Award column may show the weekly rate of pension payable from the date of the next pension uprating

Both figures exclude child dependency additions which are exempt from tax
Date of first paymentThis is the date on which the pensioner becomes entitled to the first weekly amount of pension

Payments may be made four weekly or quarterly, in which case pensioners do not receive the first payment until four or thirteen weeks after the starting date.

Notes:


MOP - Method of payment can be
  • FW – Payment made four weekly by payable order direct from the DWP
  • OB – Payment made at a Post Office by a weekly order in an order book
  • QP – Payment made quarterly by a payable order direct from the DWP

RSC - Record state code which is shown as

  • 0 – Payment made by computer from Newcastle or Stormont
  • 1 - Payment made by a local DWP office

When COPY RECORD is printed out an eleven digit reference may appear. Ignore this, it is part of DWP processing