Form

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.

Document

Application to receive an annuity without tax taken off (R89(2009))

Details

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

If you are using an older browser, eg Internet Explorer 8, you’ll need to update it or use a different browser. Find out more about browsers.

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
Last updated 31 March 2016 + show all updates
  1. Welsh translation added.
  2. Updated the information about where to send the completed form.
  3. First published.