FAQ: How do I create Locum Forms A and B?

All GP locums enrolled in the NHS Pension scheme need to file Form A and Form B paperwork to pay into their pensions.

What are Locum Forms A and B?

Locum Form A
GPs create Form A at the same time that they invoice a practice for work. The form, produced by NHS Business Services Authority (NHS BSA), includes information about the locum and the practice.

Locum Form B
After completing a month’s work and the related paperwork, you then file Form B. This form specifies exactly how much you need to pay for that month’s pension contribution, and it works on a calendar month basis.

Submit your Locum A and B forms to PCSE via its online portal or by post.

Locum Form A

You’ll need to send a completed Form A with your invoice to every practice that you’ve chosen to pension your work in that month. In any one month, you need to pension either all the work in a practice, or none of it. You can’t just pension some of it.

LocumDeck automatically generates paperless Form As for all applicable sessions, including generating a professional invoice, e-signatures, storing a copy, adding the data to your bookkeeping area and passing it all to your Form B form. You and your practice managers will never need to post, print, scan, upload or download a Form A ever again.

Locum Form B

To be ready to generate Form B, you will first have completed your Invoice & pension info in Settings and have sent invoices with Form As and marked them as paid.

Then:

• Go to Invoices >> Locum Form B
• Select the month to see invoices and Form As that have been marked as paid that month.
• All pensionable invoices that were paid in that month will be displayed.
• Tick the checkboxes next to each invoice to add their payments to the Form B.
• Choose between Generate Form B or Generate e-signed Form A & B

How to generate Form B

If your Form As have been e-signed by the practices, then this option will not only generate your Form B, but also process all practice e-signed Locum Form As by:

• • Adding your e-signature.
  • Merging all e-signed Form As into a single file for easier sending.
  • Alerting you if there are any straggler Form As that have not been e-signed by the practice – their information will be added to the Form B but you’ll need  to sign them by hand.

Your completed Form B includes two key pieces of information that you need to submit your pension payments and paperwork:

1. The amount of  total pension contribution you need to pay
2. Unique Payment Reference (UPR) – a code unique to you which contains your pension scheme number and the month of last worked – that you must use as your bank payment reference so the pension administrators can match your payment to your pension record.

Your Form B and any associated e-signed Form As will be stored in your Locum Form B Tracker. You can:

• Reverse a Form B up to two weeks after it is generated to amend any errors – click grey cross
• Add notes on any PCSE reference numbers or payment methods

Following changes to the guidance on how to complete Form B and how to use UPR, from 1 Oct 2022, the name of the new form B in ‘Your Locum Form B Tracker’ will reference the month of the last date of work on the form to be consistent with the UPR on your Form B.