PSI22.3.19 - Operational Procedures: CORA Processes - PS21 - Part 2, Box 'a', Step 2

(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)

This paragraph applies if:

• Part 2, box 'a' is ticked on the form PS21 and the scheme details are not present;
• or you have already completed Step 1 ( PSI22.3.18).

SELECT 5, ENTER DEFINITIVE DOCUMENTS

1. Input the details from Part 3 of form PS21, then press ENTER;
2. The next action depends on whether the answer to question 3b on form PS21 is Y or N:

• If Y, then new screen will come up to enter the standard reference number. Input this as shown at Part 3d of form PS21, then press ENTER twice, then press F9;
• If N, then press F9;

3. New screen - check/amend details against Part 4 of form PS21 (if completed), then press ENTER;
4. New screen - check/amend details if given on form PS21, then press ENTER;
5. Input approval letter type as shown in Part 5 of form PS21;
6. INSTRUCTIONS TO BE ISSUED? Input Y if scheme is a SSAS or LSAS, input N if scheme is insured (the tax office will ask for a copy if required), then press ENTER;
7. Sign and date form.
8. Continue as instructed at Part 7 of form PS21.