Pensioner Payment Data Rectification Templates

HMRC change data specifications for different tax years and hence the templates are different.
Please select the correct tax year template and correspondent instructions shown below for rectifying your errors.


Previous Tax year RTI templates

Year-to-Date (YTD) FPS ()

Download Spreadsheet - Pensioner (YTD) FPS – Amending Trivial Commutation Lump Sum (TCLS) or One-off Pension Amounts

Download Spreadsheet - Pensioner (YTD) FPS – Correction of Flexibility Payments

Download Spreadsheet - Pensioner (YTD) FPS – Amending Death Benefit Payments

Download Spreadsheet - Pensioner (YTD) FPS – Corrections to Serious Ill-health payments

Download Spreadsheet - Pensioner (YTD) FPS – Late Reporting of Death of a deceased Pension Recipient

Download Spreadsheet - Pensioner (YTD) FPS – Final Payment made after death

Earlier Year Update (EYU) ()

Download Spreadsheet - Pensioner (EYU) – Amending Trivial Commutation Lump Sum (TCLS) or One-off Pension Amounts

Download Spreadsheet - Pensioner (EYU) – Correction of Flexibility Payments

Download Spreadsheet - Pensioner (EYU) – Amending Death Benefit Payments

Download Spreadsheet - Pensioner (EYU) – Corrections to Serious Ill-health payments

Download Spreadsheet - Pensioner (EYU) – Late Reporting of Death of a deceased Pension Recipient

Download Spreadsheet - Pensioner (EYU) – Final Payment made after death

Year-to-Date (YTD) FPS ()

Download Spreadsheet - Pensioner (YTD) FPS – Amending Trivial Commutation Lump Sum (TCLS) or One-off Pension Amounts

Download Spreadsheet - Pensioner (YTD) FPS – Correction of Flexibility Payments

Download Spreadsheet - Pensioner (YTD) FPS – Amending Death Benefit Payments

Download Spreadsheet - Pensioner (YTD) FPS – Corrections to Serious Ill-health payments

Download Spreadsheet - Pensioner (YTD) FPS – Late Reporting of Death of a deceased Pension Recipient

Download Spreadsheet - Pensioner (YTD) FPS – Final Payment made after death

Earlier Year Update (EYU) ()

Download Spreadsheet - Pensioner (EYU) – Amending Trivial Commutation Lump Sum (TCLS) or One-off Pension Amounts

Download Spreadsheet - Pensioner (EYU) – Correction of Flexibility Payments

Download Spreadsheet - Pensioner (EYU) – Amending Death Benefit Payments

Download Spreadsheet - Pensioner (EYU) – Corrections to Serious Ill-health payments

Download Spreadsheet - Pensioner (EYU) – Late Reporting of Death of a deceased Pension Recipient

Download Spreadsheet - Pensioner (EYU) – Final Payment made after death

Earlier Year Update (EYU) ()

Download Spreadsheet - Pensioner (EYU) – Amending Trivial Commutation Lump Sum (TCLS) or One-off Pension Amounts

Download Spreadsheet - Pensioner (EYU) – Correction of Flexibility Payments

Download Spreadsheet - Pensioner (EYU) – Amending Death Benefit Payments

Download Spreadsheet - Pensioner (EYU) – Corrections to Serious Ill-health payments

Download Spreadsheet - Pensioner (EYU) – Late Reporting of Death of a deceased Pension Recipient

Download Spreadsheet - Pensioner (EYU) – Final Payment made after death

Earlier Year Update (EYU) ()

Download Spreadsheet - Pensioner (EYU) – Amending Trivial Commutation Lump Sum (TCLS) or One-off Pension Amounts

Download Spreadsheet - Pensioner (EYU) – Correction of Flexibility Payments

Download Spreadsheet - Pensioner (EYU) – Amending Death Benefit Payments

Download Spreadsheet - Pensioner (EYU) – Corrections to Serious Ill-health payments

Download Spreadsheet - Pensioner (EYU) – Late Reporting of Death of a deceased Pension Recipient

Download Spreadsheet - Pensioner (EYU) – Final Payment made after death

Earlier Year Update (EYU) ()

Download Spreadsheet - Pensioner (EYU) – Amending Trivial Commutation Lump Sum (TCLS) or One-off Pension Amounts

Download Spreadsheet - Pensioner (EYU) – Correction of Flexibility Payments

Download Spreadsheet - Pensioner (EYU) – Amending Death Benefit Payments

Download Spreadsheet - Pensioner (EYU) – Corrections to Serious Ill-health payments

Download Spreadsheet - Pensioner (EYU) – Late Reporting of Death of a deceased Pension Recipient

Download Spreadsheet - Pensioner (EYU) – Final Payment made after death

Earlier Year Update (EYU) ()

Download Spreadsheet - Pensioner (EYU) – Amending Trivial Commutation Lump Sum (TCLS) or One-off Pension Amounts

Download Spreadsheet - Pensioner (EYU) – Correction of Flexibility Payments

Download Spreadsheet - Pensioner (EYU) – Amending Death Benefit Payments

Download Spreadsheet - Pensioner (EYU) – Corrections to Serious Ill-health payments

Download Spreadsheet - Pensioner (EYU) – Late Reporting of Death of a deceased Pension Recipient

Download Spreadsheet - Pensioner (EYU) – Final Payment made after death


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