Income Tax: application to receive an annuity without tax taken off (R89(2009))
Use form R89(2009) to request that a Purchased Life Annuity be paid without tax being taken off.
If you receive a Purchased Life Annuity, you can use form R89(2009) to ask HM Revenue and Customs for it to be paid without tax being taken off if you are resident in the UK and unlikely to have to pay Income Tax in the current tax year.
Send the completed form to the company that pays your annuity.
Before you start
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You’ll need to fill in the form fully before you can print it. You can’t save a partly completed form so we suggest you gather all your information together before you begin to fill it in.
Published: 1 October 2014
Updated: 31 March 2016
- Welsh translation added.
- Updated the information about where to send the completed form.
- First published.