Amend scheme status and HMRC reference

This is the date at which the scheme changed to the current status. For example; if the scheme was closed to new members, you would need to provide the date from which it closed.

Scheme year-end (dd/mm)

Scheme year-end is the last day and month of the scheme's accounting period, ie the day/month at the end of the period for which the scheme accounts are drawn up each year.

Date scheme year-end became applicable

The scheme year-end (see above) can be changed. If scheme year-end is changed, then this is the date it became effective.

HMRC reference

You need to be aware that HMRC recently changed the format for all tax references for registered schemes. Take a look at the HMRC user guide for help in obtaining the tax reference:

An example reference number is: 12345678RL.

A Pension Scheme Tax Reference (PSTR) is the unique reference given to a scheme by HMRC when a scheme has been registered for tax relief and exemptions. It has 10 characters made up of 8 numbers followed by 2 letters. A scheme's PSTR is the one that evidences its status as a registered pension scheme.

For Public Service schemes you may need to contact the Responsible Authority for your scheme to confirm the PSTR.