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All FAQs

Form A and Form B: what goes where and when

Form A goes to the practice with your invoice, for them to sign. Form B goes to PCSE with the signed Form As and your contributions, by the 7th of the month after the money arrived. Filling in the forms is part of GP Locum Pro.

The five steps

  1. Invoice the practice. Form A is created with your invoice.
  2. Send the invoice and Form A to the practice.
  3. They sign and return Form A, and pay you. The payment is your fee plus the employer contribution, for you to pass on. Mark the invoice as paid, using the day the money arrived.
  4. Create a Form B once all your Form As are back.
  5. Send the Form As and Form B to PCSE, and pay them. Then mark it as sent, so the app stops reminding you.

On the phone

Open the Pension tab and tap a claim to see which step it is on. Open a month for its Form B, tap Create this Form B, and confirm once it has gone to PCSE. The same steps are at the bottom of the tab, under How a locum pension claim works.

On the website

Open Pension and click a claim to see which step it is on. In each month, tick the claims to include and click Raise Form B and download. Click Sent to PCSE once it has gone.

Which month a claim belongs to

By default, the month the work was done, as PCSE have confirmed in writing. Sessions worked in September but paid in October go on September's Form B once they're paid. It's still due 7 November, seven days after the month the money arrived. Form A is unaffected, and stays filed under the month worked.

NHS Pensions' printed Form B notes say the month the money arrived instead. You can choose that under Your details → Pension → Group Form Bs by. If you're moving from another app: Locum Organiser and My Locum Manager group by month worked, and LocumDeck (NASGP) by month paid. Either way the payment reference names the month worked.

The 10-week rule

Work that ended more than 10 weeks before its forms reach NHS Pensions is rejected, and that membership is lost. It is measured from the work rather than the invoice. For an invoice covering several days, it runs from the earliest.

In Wales

Form B and the contributions go to your local health board instead of PCSE. Mark the practice as being in Wales under More > Practices in the app, and its claims will say so.

For more on how the pension works, see our free guides.

Still stuck? Contact us and tell us whether you are on the phone app or the website.