If you’re providing a full Annual Service Return for 2017 and completing an EOYC.

Are you prepared to complete your Annual Service Return (ASR) and End of Year Certificate (EOYC) for 2016/17?

• ASR returns will be required by no later than 6 July 2017
• The EOYC process will start on 1 March 2017. Detailed timeline dates can be found below.

If you’re providing a full Annual Service Return for 2017 and completing an EOYC.

Are you prepared to complete your Annual Service Return (ASR) and End of Year Certificate (EOYC) for 2016/17?

• ASR returns will be required by no later than 6 July 2017
• The EOYC process will start on 1 March 2017. Detailed timeline dates can be found below.

Important

The first thing that you’ll need to do is ensure that we have the right contact details for your establishment. It’s therefore important that you complete the ‘declaration and contact details’ form, which you’ll find in the Templates Section of the Employer Portal. Please ensure you complete all individual contact details in full, regardless of whether it’s the same contact.

ASR

By getting your housekeeping in order you can ensure that the SCHEDPRINT we produce for you is as up to date as possible, so your ASR submission runs smoothly.

If you haven’t already done so, please make sure that you’ve:

• updated all new starter details by completing the TR6 template
• updated all leavers details by completing the TR8 template
• checked any outstanding error files, amended them and uploaded the data.

If you need help or guidance on completing the templates you can use the ASR guide (PDF, 439 KB) (This link opens in a new window).

Important information for Multi Academy Trusts (MATs) and Payroll Providers

If you’re a MAT or Payroll Provider, you must record service under each individual LA establishment number and not the lead school. You can apply to be set up on the system as a MAT or Payroll Provider, which will allow you to update the information under one status.

EOYC process

The relevant forms will be made available via the Employer Portal and website by the dates below. Should you need help in using the Employer Portal you can find support in our guide.

Information in relation to how you submit your return will be sent directly to you.

We’ve been looking at ways to streamline the submission and completion of the EOYC. Updates on this process will be available on our website shortly.

For additional guidance on completing your 2016/17 EOYC you can access the EOYC Guidelines.

Returning your ASR and EOYC submissions fully completed and on time is a requirement for the administration of the Scheme. Late submissions have an impact on the quality of the information that members receive about their pension, therefore your swift response is vital.

2) If you have been live on MDC pre May 2017 and providing an EOYC

It’s almost time to start thinking about completing your End of Year Certificate (EOYC) and we thought we’d remind you of the key deadline dates and where you can find information and support to help you through the process.

2) If you have been live on MDC pre May 2017 and providing an EOYC

It’s almost time to start thinking about completing your End of Year Certificate (EOYC) and we thought we’d remind you of the key deadline dates and where you can find information and support to help you through the process.

Why not take the time to get your housekeeping in order to ensure that your EOYC submission runs smoothly?

Important

The first thing that you’ll need to do is ensure that we have the right contact details for your establishment. It’s therefore important that you complete the ‘declaration and contact details’ form, which you’ll find in the Templates Section of the Employer Portal. Please ensure you complete all individual contact details in full, regardless of whether it’s the same contact.

EOYC process

The dates you need to be aware of are:

The relevant forms will be made available via the Employer Portal and website by the dates above. Should you need help in using the Employer Portal you can find support in our guide.

We’ve been looking at ways to streamline the submission and completion of the EOYC. Updates on this process will be available on our website shortly.

For additional guidance on completing your 2016/17 EOYC you can access the EOYC Guidelines.

Returning your EOYC submission fully completed and on time is a requirement for the administration of the Scheme. Late submissions have an impact on the quality of the information that members receive about their pension, therefore your swift response is vital.

3) If you moved live to MDC May 2016 onwards

Key dates for 2017

It’s almost time to start thinking about completing your End of Year Certificate (EOYC). To help you through the process we wanted to remind you of the key deadline dates and information, along with details of what you need to do now you’ve on-boarded to Monthly Data Collection (MDC).

3) If you moved live to MDC May 2016 onwards

Key dates for 2017

The first thing that you’ll need to do is ensure that we have the right contact details for your establishment. It’s therefore important that you complete the ‘declaration and contact details’ form, which you’ll find in the Templates Section of the Employer Portal.

Please ensure you complete all individual contact details in full, regardless of whether it’s the same contact.

We’re aware that during 2016/17 your establishment moved to MDC. As this was not at the start of the financial year, you’ll need to advise Teachers’ Pensions of any periods of service not covered via MDC.

You can complete this backdating process in one of three ways, by providing:

1. a TR28 submission

2. a backdated MDC file; or

3. a part ASR, but only if you produce the information from your own systems as we’ll not be providing a prepared SCHEDPRINT form for your submission.

The submission dates for this backdated information is 6 July 2017. Should you require any support with regards to this process you can find help in the MDC frequently asked questions section.

The relevant forms will be made available via the Employer Portal and website by the dates below. Should you need help in using the Employer Portal you can find support in our guide.

Information in relation to how you submit your return will be sent directly to you.

We’ve been looking at ways to streamline the submission and completion of the EOYC. Updates on this process will be available on our website shortly.

For additional guidance on completing your 2016/17 EOYC you can access the EOYC Guidelines.