Get P53z 2020-2025

The P53z form allows users to claim back tax on a flexible access pension payment they have recently received. This guide provides a step-by-step explanation to help users complete the form accurately and efficiently.

Follow the steps to complete your P53z form online.

1. Press the ‘Get Form’ button to obtain the form and open it in your editor of choice.
2. Provide your personal information in the 'About you' section. Fill in your title, surname, first name, contact number, preferred contact time, date of birth, National Insurance number, employer PAYE reference, and address.
3. In the 'Employment income' section, indicate whether you expect to receive income from paid employment during the tax year. If yes, fill in the expected amount of income from each employer and whether you receive taxable benefits from them.
4. For self-employment income, answer if you expect to receive profits during the tax year and specify the total amount of expected profits.
5. Complete the 'UK pension income' section by indicating any expected income from UK pension sources and listing details of any flexibility payments or serious ill health lump sum payments received.
6. In the 'Taxed interest on UK savings and investment income' section, indicate if you expect to receive taxed interest and provide the total amount expected.
7. For 'Untaxed interest on UK savings', specify if you expect to receive any untaxed interest and provide the total amount.
8. Indicate if you expect to receive dividends from UK companies and enter the total amount of dividend income.
9. In the 'Any other income' section, list any other types of income you expect to receive that have not been mentioned previously.
10. If applicable, state any Gift Aid payments you expect to make during the tax year.
11. Specify where you would like your repayment sent – either to your address or a nominee’s address.
12. Complete the declaration on the last page confirming all information provided is accurate and sign the form.
13. Review your completed form to ensure all relevant sections are filled out and all required documentation is included.
14. Send the completed form to the provided address for HM Revenue and Customs.

Complete your P53z form online today to ensure you receive your tax repayment.