Get R38 Expat Claiming A Repayment Of An Amount Overpaid

This guide is designed to assist individuals seeking to reclaim overpaid taxes by filling out the R38 EXPAT form online. By following the straightforward steps outlined below, you can effectively submit your claim to ensure the appropriate office receives it.

Follow the steps to complete your claim form successfully.

1. Click ‘Get Form’ button to access the R38 EXPAT Claiming A Repayment Of An Amount Overpaid form and open it in the editing tool.
2. Provide your personal information in the 'About you' section. Fill in your surname, first name, and address, ensuring to complete the postcode accurately.
3. Enter your National Insurance number, Self Assessment reference, and Employer PAYE reference if applicable, in the designated fields.
4. Indicate the dates for which you are claiming a repayment of overpaid tax in the 'About your repayment' section. Specify the start and end dates using the DD MM YYYY format.
5. Choose to whom the repayment amount should be issued: yourself, an agent, or a nominee. If you select an agent, please provide their reference.
6. Fill out the bank or building society details. Provide the name of the account holder(s), account number, and branch sort code in the respective fields.
7. Decide how you would like to receive the repayment amount by selecting either through bank or building society transfer or a payable order.
8. Sign and date the form, ensuring all information is accurate. Use capital letters for legibility.
9. Save your changes, then download or print your completed form for submission.
10. Send the completed form to the address specified: HM Revenue & Customs, Personal Tax International Operations, SO733, PO Box 203, Bootle, L69 9AP.

Complete your documents online to ensure a smooth and efficient claim process.