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You can use this form to claim back tax HM Revenue and Customs (HMRC) owes you on a pension death benefit lump sum payment. You claim back the tax if you’ve taken a pension lump sum payment which used up all of your pension pot and any of the following apply:
you aren’t claiming one of the taxable benefits listed below:
Jobseeker’s Allowance (JSA)
taxable Incapacity Benefit (IB), IB is usually taxable if paid for more than 28 weeks
contribution-based Employment and Support Allowance (ESA)
you don’t expect to go back to work
you’ve permanently retired and aren’t getting a pension from a previous employer