Claim back Income Tax on a pension death benefit lump sum payment if you've stopped working P50Z(DB)
How to claim a refund in the current tax year on a pension death benefit lump sum payment if you've stopped working.
You can claim back tax we owe you on a pension death benefit lump sum payment if you바카라 사이트檝e emptied your pension pot and the following apply:
- you바카라 사이트檙e not聽claiming a taxable state benefit
- you바카라 사이트檝e stopped work and do not expect to go back
You can also claim if you바카라 사이트檝e:
- retired permanently and you바카라 사이트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 we바카라 사이트檝e completed these checks.
If you바카라 사이트檙e not a UK resident for tax purposes, you do not need to fill in this form. You can check聽how to make a claim under a double taxation agreement.
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
- you바카라 사이트檒l still need to pay any balancing payments owed and payments on account when due 바카라 사이트� you can ask us to use your repayment to lower your payments on account
- include any repayment you바카라 사이트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 you바카라 사이트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 you바카라 사이트檒l need to claim
You바카라 사이트檒l need:
- your National Insurance number
- your employer PAYE reference number
- parts 2 and 3 of your P45 바카라 사이트� if you do not have this, tell us why (for example, you may be retired, or a UK crown servant employed abroad)
- your nominee바카라 사이트檚 name and address 바카라 사이트� if you do not want the refund sent to your address
You바카라 사이트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 바카라 사이트� such as Employment and Support Allowance, Jobseeker바카라 사이트檚 Allowance, Incapacity Benefit
- any other income 바카라 사이트� including property, trusts, commissions
You should use:
- estimated figures if you do not have final figures
- whole numbers rounded down to the nearest pound
We바카라 사이트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.
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Get all of your information together before you start. You will fill this form in online and you cannot save your progress.
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Fill in .
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Print and post it to HMRC, using the postal address shown on the form.
If you do not want to start your claim online
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Print the form.
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Fill it in by hand.
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Post it to HMRC (the address is at the end of the form).
What happens after you바카라 사이트檝e claimed
Once we have received your completed claim, we바카라 사이트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.
You can check when you can expect a reply from HMRC.
We will send a cheque to you or your nominee.
Updates to this page
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A link has been added to find out when you can expect to receive a reply from HMRC to a query or request you've made.
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Added translation