PSI22.2.21 - Operational Procedures: Clerical Procedures - Post Handling - PS5, PS6, PS199, PS255, PS256


(This archived guidance relates to HMRC discretionary practice before the 6th April 2006. For current guidance on Registered Pension Schemes see the Registered Pension Schemes Manual)

The following forms should be retained by Pensions Assistants for processing:

  1. PS5 and PS6 with a Standard reference prefix of 037 or 137 and a CORA location of FILE, REPO or CORA;
  2. PS199 and PS255 where the CORA location is FILE, REPO or CORA;
  3. PS256 for a change of name or address only, where the file reference is to remain unchanged and the CORA location is FILE, REPO or CORA.