Get R63n

The R63n form is a key document used for requesting repayment of UK Income Tax that has been deducted from the investment income of registered pension schemes. This guide will provide you with clear, step-by-step instructions on how to accurately complete the R63n form online.

Follow the steps to complete the R63n form efficiently.

1. Click ‘Get Form’ button to obtain the form and open it for editing.
2. Begin filling in the pension scheme details, including whether you are submitting on behalf of a common investment fund, a statutory scheme, or a local authority scheme by ticking the appropriate box.
3. Enter your Unique Taxpayer Reference (UTR), ensuring it is a 10-digit number for repayments.
4. Provide the Pension Scheme Tax Reference (PSTR), which is applicable only to registered pension schemes, not common investment funds.
5. Fill out sections regarding gross income and income tax deducted. Make sure to include only income from which UK Income Tax has been deducted.
6. Complete the section for overseas income, if applicable, and include information on the period of claim, specifying dates clearly.
7. Indicate whether you are making a repayment request for a scheme year or fiscal year by checking the correct box.
8. Fill in who should receive the payment by ticking one of the options: the registered pension scheme, legal owner of the assets, or a nominee.
9. If you selected 'nominee', provide the name of the nominee in the designated box.
10. Sign the declaration confirming that all information provided is correct and complete. Include the date of signing.
11. Review the filled form for accuracy and completeness before saving your changes, downloading, printing, or sharing the form as required.

Complete the R63n form online today to streamline your repayment request process.