Form: Income Tax: pension death benefit lump sum: repayment claim (tax year 2016 to 2017) (P53Z(DB))

Updated: Welsh translation added.

You can use this form to claim back tax HM Revenue and Customs (HMRC) owes you on a pension death benefit lump sum you recently received where you’ve taken a pension death benefit lump sum payment which used up all your fund.

You can either:

  • fill in the form on-screen, print and post to HMRC
  • print form P53Z(DB) and fill it in by hand if you can’t use the on-screen form

Income Tax: claim for a repayment of tax when you have stopped working: pension death benefit lump sum (P50Z(DB))
Use form P50Z(DB) to claim back tax HMRC owes you on a pension death benefit lump sum payment which used up all your fund.

Income Tax: flexibly accessed pension death benefit payment: repayment claim (tax year 2016 to 2017) (P55(DB))
Use form P55(DB) to claim back tax HMRC owes you if you’ve taken a flexibly accessed pension death benefit payment, or you’ve only taken part of your death benefit pension pot and will not be taking regular payments, or the pension body is unable to make any tax refund.

Source: HMRC

Form: Income Tax: flexibly accessed pension death benefit payment: repayment claim (P55(DB))

Updated: Forms updated to reflect changes in tax year.

You can use this form to claim back tax HMRC owe you if all the following apply:

  • you’ve taken a flexibly accessed pension death benefit payment
  • you’ve only taken part of your death benefit pension pot and will not be taking regular payments
  • the pension body is unable to make any tax refund

You can either:

  • fill in the form on-screen, print and post to HMRC
  • print form P55(DB) and fill it in by hand if you can’t use the on-screen form

Income Tax: claim for a repayment of tax when you have stopped working: pension death benefit lump sum (P50Z(DB))
Use form P50Z(DB) to claim back tax HMRC owes you on a pension death benefit lump sum payment.

Income Tax: pension death benefit lump sum: repayment claim (P53Z(DB))
Use form P53Z(DB) to claim back tax HMRC owes you on a pension death benefit lump sum payment you recently received.

Source: HMRC

Guidance: Customs Information Paper 08 (2016): Transfer of Residence – implementation of Article 123 of EC Regulation 1186/2009 (update)

Updated: HMRC contact details email address has changed.

This CIP relates to the earlier Customs Information Paper 14 (2015) published on 14 April 2015 and Customs Information paper 40 (2015) published on 26 October 2015.

It confirms that the implementation date is now 1 May 2016, and that from this date a new Customs Procedure Code will be available to eventually replace all paper-based declarations for Transfer of Residence consignments.

Source: HMRC