Apply to get an annuity without Income Tax taken off
You can ask for a Purchased Life Annuity to be paid without tax being taken off by using form R89.
Documents
Details
If you get a Purchased Life Annuity, you can use form R89(2009) to ask HM Revenue and Customs for it to be paid without tax being taken off.
You must be resident in the UK and unlikely to have to pay Income Tax in the current tax year.
Fill in the form and send it to the company that pays your annuity.
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Updates to this page
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Welsh translation added.
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Updated the information about where to send the completed form.
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First published.