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Claim back tax on a flexibly accessed pension overpayment (P55)

How to claim a refund in the current tax year on an overpayment of tax when you've flexibly accessed part of your pension pot.
- From: HM Revenue & Customs
- Updated: 6 April 2024
Claim a tax refund when you've flexibly accessed all of your pension (P53Z)

If you’ve received a serious ill-health pension lump sum or flexibly accessed all of your pension, claim a tax refund with form P53Z .
- From: HM Revenue & Customs
- Updated: 10 October 2023
Claim a tax refund if you've stopped work and flexibly accessed all of your pension (P50Z)

How to claim a refund in the current tax year if you've stopped working, have flexibly accessed and emptied your pension pot, and have a P45 from your pension provider.
- From: HM Revenue & Customs
- Updated: 10 October 2023
Claim back Income Tax on a flexibly accessed pension death benefit payment P55(DB)

How to claim a refund in the current tax year on a death benefit lump sum payment.
- From: HM Revenue & Customs
- Updated: 6 April 2024
Claim back Income Tax on a pension death benefit lump sum P53Z(DB)

How to claim a refund in the current tax year on a pension death benefit lump sum payment you recently had which used up all your funds.
- From: HM Revenue & Customs
- Updated: 29 February 2024
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.
- From: HM Revenue & Customs
- Updated: 29 February 2024

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