Ask HMRC to transfer surplus Income Tax allowances
Ask HMRC to transfer any unused Married Couple's Allowance or Blind Person's Allowance to your spouse or civil partner using form 575(T).
Documents
Details
To tell HMRC that you want to transfer unused Married Couple鈥檚 Allowance or Blind Person鈥檚 Allowance to your spouse or civil partner, you can either:
- use the online form service
- fill in the form on-screen, print it off and post it to HMRC
To use the online service, you need a Government Gateway user ID and password. If you do not have a user ID, you can create one when you use the service.
If you use the online form, you鈥檒l get a reference number to track the progress of your form.
To fill in the form, you鈥檒l need:
- the date of marriage or civil partnership
- your spouse or civil partner鈥檚 HMRC reference (this can be found on any letter or form they鈥檝e had from their HMRC office)
- your spouse or civil partner鈥檚 National Insurance number (you鈥檒l find this on your spouse or civil partner鈥檚 payslip, P60 or tax return)
- details of your income and deductions for this tax year
- details of the allowances you want to claim for this tax year
Updates to this page
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We have updated the link to apply online.
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The English and Welsh versions of the 575(T) form and notes have been updated for 2020.
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The English and Welsh versions of the 575(T) form and notes have been updated for 2019 to 2020.
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The English and Welsh postal versions have been updated to remove paragraph for claiming higher personal allowance when born before 6 April 1948.
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Apply by post PDF has been updated to reflect changes effective from 2018.
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This guidance has been updated to reflect changes effective from 6 April 2017.
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An online forms service is now available.
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Replaced print and post iform with flat PDF.
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The Income Tax: notice of transfer of surplus Income Tax allowances (575(T)) has been updated for 2016 to 2017.
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New interactive form now available
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Welsh translation to form 575(T) added to the page.
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First published.