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To claim your PPI tax rebate HMRC need you to complete an R40 form which is specifically for claiming back a tax refund from savings and investments. You can complete the R40 online through your personal tax account or you can print the R40 off and post it to HMRC at the address on the form.
Who are the Best PPI Claims Companies? CompanyFeeNo Win No FeePPI Claims Service20%YesFast Track Reclaim20%Yes3DM Legal20%YesPPI Register20%Yes17 more rows ?
To complete the R40 PPI form, individuals must provide their personal details, including their name, address, and National Insurance number. They must also provide information about the pension income they received, including the amount, the tax year in which it was received, and the source of the income.
Can you still make a Plevin PPI claim? Although you can no longer make claims for mis-sold PPI, lawyers argue that there is no deadline for using the Plevin PPI case to apply for redress. Because the claim is related to the Consumer Credit Act it can be made at any point.
To claim PPI tax back, you will need to fill in an R40 form, which requires extensive information. If you do not have time or cannot find information about your case, this can be done for you through a claims management company.