Pension schemes: request by scheme administrator for Lifetime Allowance Certificate details (APSS209)
Use form APSS209 if you're a pension scheme administrator to request details of an individual's Lifetime Allowance Certificate.
Documents
Details
Use form APSS209 if you鈥檙e a pension scheme administrator to request details of an individual鈥檚 Lifetime Allowance Certificate only if the administrator has been authorised by the individual.
Email HMRC to聽ask for this form in Welsh (Cymraeg).
Before you start
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You鈥檒l need to fill in the form fully before you can print it. You can鈥檛 save a partly completed form so we suggest you gather all your information together before you begin to fill it in.
Related forms and guidance
Authorisation of scheme administrator鈥檚 to view Lifetime Allowance certificate(s)
Use form APSS203 to authorise us to allow scheme administrators to view lifetime allowance certificates.
Updates to this page
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The address to send the form APSS 209 to has been updated.
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First published.