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You can claim back tax we owe you on a pension death benefit lump sum payment if you鈥檝e emptied your pension pot and the following apply:

• you鈥檙e not聽claiming a taxable state benefit
• you鈥檝e stopped work and do not expect to go back

You can also claim if you鈥檝e:

• retired permanently and you鈥檙e not getting a pension from your old employer
• returned to full-time study

Before you start

Only send this form when 4 weeks have passed since you stopped working or finished your pension.

Keep any paperwork relating to your claim until we鈥檝e completed these checks.

If you fill in a Self Assessment tax return

If you fill in a tax return:

• do not include any estimated Self Assessment income in this claim, unless you want us to include this in calculating your repayment
• you鈥檒l still need to pay any balancing payments owed and payments on account when due 鈥� you can ask us to use your repayment to lower your payments on account
• include any repayment you鈥檝e received on your next Self Assessment tax return
• you must let us know when you no longer need to complete a Self Assessment tax return

If you鈥檝e got PAYE (Pay As You Earn) and Self Assessment income, we will not include any Self Assessment income in calculating your repayment, unless you ask us to do so.

Information you鈥檒l need to claim

You鈥檒l need:

• your National Insurance number
• your employer PAYE reference number
• parts 2 and 3 of your P45 鈥� if you do not have this, tell us why (for example, you may be retired, or a UK crown servant employed abroad)
• your nominee鈥檚 name and address 鈥� if you do not want the refund sent to your address

You鈥檒l also need to tell us how much you expect to receive from:

• your death benefit lump sum payment
• employment income
• self-employment income
• any taxable state benefits 鈥� such as Employment and Support Allowance, Jobseeker鈥檚 Allowance, Incapacity Benefit
• any other income 鈥� including property, trusts, commissions

You should use:

• estimated figures if you do not have final figures
• whole numbers rounded down to the nearest pound

We鈥檒l make checks at the end of the tax year and contact you if the amount is different.

Ways to claim

To start your claim online.

1. Get all of your information together before you start. You will fill this form in online and you cannot save your progress.

2. Fill in .

3. Print and post it to HMRC, using the postal address shown on the form.

If you do not want to start your claim online

1. Print the form.

2. Fill it in by hand.

3. Post it to HMRC (the address is at the end of the form).

What happens after you鈥檝e claimed

Once we have received your completed claim, we鈥檒l confirm if you are owed a refund or contact you if we need more information.

It may take 30 days to get a reply. You should not contact us during that period to check on progress.

We will send a cheque to you or your nominee.