Personal tax – form

Income Tax: flexibly accessed pension death benefit payment: repayment claim (tax year 2016 to 2017) (P55(DB))

Use form P55(DB) to claim back tax HMRC owes you on a death benefit lump sum payment.

Detail

You can use this form to claim back tax HM Revenue and Customs (HMRC) owes you if all the following apply:

  • you’ve taken a flexibly accessed pension death benefit payment
  • you’ve only taken part of your death benefit pension pot and will not be taking regular payments
  • the pension body is unable to make any tax refund

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 which used up all your fund.

Income Tax: pension death benefit lump sum: repayment claim (tax year 2016 to 2017) (P53Z(DB))
Use form P53Z(DB) to claim back tax HMRC owes you on a pension death benefit lump sum payment you recently received which used up all your fund, but are working or receiving benefits.