FAQ: How do I generate a Locum B form?

Before you are ready to generate Locum Form B on LocumDeck, you will first have filled in your ‘Invoice & pension’ info in ‘Settings’.

You will also have sent out your invoices for completed GP locum sessions, with Locum Form As attached, and marked them as paid.

To generate Locum Form B on LocumDeck:

• 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. 

Filling in Locum Form B

If your Form As are still signed by hand by the practice, then Generate Form B will populate your Form B, allowing you to sign the included Form As by hand and send them on, with Form B, to your pension agency.

Use the Unique payment reference (UPR) on your Form B as your bank payment reference when sending payment.

How to generate e-signed Locum Forms A and 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:

• The amount of  total pension contribution you need to pay
• 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.

See our FAQ on “Where do I send my completed pension forms and pension payments?“

Tracking  Locum Form B on LocumDeck

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 the grey cross.
• Add notes on any PCSE reference numbers or payment methods.

The name of the Locum 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 Locum Form B.