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Forms and Guides

Forms and Guides

To access the documents below please select the one you want to view.

General guidance
 

A factsheet containing upcoming changes to TLR payments.

A quick guide on how to complete your April submissions.

A document that shows how to provide your contributions payment and MCR file.

A document that shows how the 'When Earned' and 'When Paid' methods are used.

A document that shows what the 'Role Identifier' is and how to generate it.

An Excel table including all of the upfront, STOP and WARNING errors that can be produced from your MCR submission.

A document explaining the guidance needed to complete the MCR missing members checklist file that you'll receive after making your MCR submission.

A quick guide explaining how back dated pay awards should be completed within your MCR submission.

A factsheet explaining the ‘WEBK’ indicator within the ‘Calc Method for Contribution Tier’ column in the MCR Template .
 
A factsheet explaining the Multi Academy Trust and Academy MCS submissions.

 

User guide and example scenarios
 

An in-depth document for payroll providers, software providers and employers to develop an automated MCR solution or to collate the required information to use in the MCR template.

A document that shows how the examples at the end of the MCR user guide can be populated within the MCR Template.

MCR template instructions and factsheet
 

Which provides instructions to those who will be completing MCR manually using the MCR template directly.

A document that shows the updates made to the MCR Template.

Last Updated: 28/08/2026 06:50

Guide

Get to grips with MCR using our guide.

Calculators

See how members pensions are built and explore the available options.

FAQs

Have you read our Monthly Contributions Reconciliation FAQs?

Copyright © Teachers' Pensions 2026 All rights reserved. Pension Scheme Registry Number 10005209 (2010 scheme and earlier); and 10276733 (2015 scheme)