Forms and Guides

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

General guidance

April Submission Quick Guide (PDF, 171 KB) (This link opens in a new window)

A quick guide on how to complete your April submissions.
Providing contributions payment and MCR file (PDF, 125 KB) (This link opens in a new window)

A document that shows how to provide your contributions payment and MCR file.
Contribution Calculations (PDF, 198 KB) (This link opens in a new window)

A document that shows how the 'When Earned' and 'When Paid' methods are used.
Role Identifier (PDF, 84 KB) (This link opens in a new window) A document that shows what the 'Role Identifier' is and how to generate it.
MCR Employer Error Table (XLSX, 105 KB) (This link opens in a new window)

An Excel table including all of the upfront, STOP and WARNING errors that can be produced from your MCR submission.
MCR Missing Members Routine Guidance (PDF, 147 KB) (This link opens in a new window)

A document explaining the guidance needed to complete the MCR missing members checklist file that you'll receive after making your MCR submission.
Back Dated Pay Awards Quick Guide (PDF, 101 KB) (This link opens in a new window)

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

On-boarding forms and guidance

MCR On-boarding Guide v9 (PDF, 2.2 MB) (This link opens in a new window) 

Which explains the on-boarding process and details what you’ll expect throughout the transition.
On-boarding Form (XLSX, 37 KB) (This link opens in a new window)

Form for on-boarding to MCR.
MCR On-boarding Checklist (PDF, 209 KB) (This link opens in a new window)

An interactive step-by-step guide on what you'll need to do when starting your on-boarding journey

User guide and example scenarios

MCR User Guide v6 (PDF, 1.6 MB) (This link opens in a new window)

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.

User Guide - Appendix A (XLSX, 380 KB) (This link opens in a new window)

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

MCR Template and user instructions

MCR Template User Instructions v4 (PDF, 3.2 MB) (This link opens in a new window)

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

MCR Template Factsheet (PDF, 418 KB) (This link opens in a new window)

A document that shows the updates made to the MCR Template.
Last Updated: 09/04/2024 09:36

Guide

Get to grips with MCR using our guide.

Download (PDF, 1.6 MB) (This link opens in a new window)

Calculators

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

Calculators

FAQ

Have you read our Monthly Contributions Reconciliation FAQs?

FAQs