Form

Claim an Income Tax refund on a flexibly accessed pension death benefit payment

Claim back tax HM Revenue and Customs (HMRC) owes you on a death benefit lump sum payment using form P55(DB).

Documents

Fill in the form online, print it off and post it to HMRC

Details

You can use this form to claim back tax HMRC owe you if all these apply:

  • you’ve taken a flexibly accessed pension death benefit payment
  • you’ve only taken part of your death benefit pension pot and won’t be taking regular payments
  • the pension body can’t make a tax refund

You can either:

  • fill in the form on-screen, print and post to HMRC
  • print form P55(DB) and fill it in by hand if you can’t use the on-screen form

Income Tax: claim for a repayment of tax when you have stopped working: pension death benefit lump sum (P50Z(DB))
Use form P50Z(DB) to claim back tax HMRC owes you on a pension death benefit lump sum payment.

Income Tax: pension death benefit lump sum: repayment claim (P53Z(DB))
Use form P53Z(DB) to claim back tax HMRC owes you on a pension death benefit lump sum payment you recently received.

Published 6 April 2016
Last updated 6 April 2018 + show all updates
  1. Rates, dates, allowances and duties have been updated for the tax year 2018 to 2019.
  2. Forms updated to reflect changes in tax year.
  3. The Welsh language P55(DB) print and post form has been added.
  4. Iform version of form available.
  5. First published.