Get Ca1604

Filling out the Ca1604 form is essential for employers requesting a Guaranteed Minimum Pension calculation. This guide will provide you with a clear and step-by-step approach to successfully complete the form online.

Follow the steps to fill out the Ca1604 form online.

1. Use the ‘Get Form’ button to obtain the Ca1604 form and open it in the editor.
2. In Part 3, enter your company details, including the Employer’s Contracting-out Number (ECON) and the signature of the person submitting the form.
3. Proceed to Part 5, where you will need to enter the calculation designator in Column 1. Depending on the calculation type, use ‘R’ for GMP (S148/Fixed Rate Revaluation), ‘S’ for CEP, or ‘T’ for GMP/Limited Rate Revaluation.
4. In Column 4, provide the member’s National Insurance number (NINO). If you do not have the NINO, include the member’s surname, full forename(s), date of birth, and their termination details on a separate form.
5. Enter the employee’s reference number in Column 7, ensuring it does not exceed nine characters.
6. In Column 8, provide the start date of the scheme from which the transfer originates, if applicable.
7. In Column 9, leave blank if the revaluation date falls in the same tax year as the termination date in Column 8. Otherwise, ensure the date entered does not exceed the end of the current tax year.
8. Column 10 does not require completion as the relevant records will be utilized.
9. If a dual Guaranteed Minimum Pension calculation is necessary, mark ‘1’ in Column 11.
10. Once you have filled out all necessary sections, save your changes, and you can download, print, or share the completed form.

Complete your Ca1604 form online today to ensure accurate processing of your Guaranteed Minimum Pension request.