Form

Claim Income Tax back on a pension death benefit lump sum

Claim back tax HMRC owes you on a pension death benefit lump sum payment you recently had using form P53Z(DB).

Published 6 April 2016
Last updated 16 May 2018 — see all updates

• From: HM Revenue & Customs

Documents

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

https://public-online.hmrc.gov.uk/lc/content/xfaforms/profiles/forms.html?contentRoot=repository:///Applications/PersonalTax_a/1.0/P53Z(DB)_20189&template=P53Z(DB).xdp

Print off the form, fill it in and post it to HMRC

Ref: P53Z(DB) PDF, 258KB, 9 pages

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Details

Use this form to claim back tax HMRC owes you on a pension death benefit lump sum you recently received where you’ve taken a pension death benefit lump sum payment and it used up all of your fund.

You can either:

• fill in the form on-screen, print it off and post it to HMRC
• print form P53Z(DB) and fill it in by hand, if you can’t use the on-screen form

Related forms

Income Tax: claim for a repayment of tax when you have stopped working: pension death benefit lump sum (P50Z(DB))
If you’ve stopped working, you can claim back tax HMRC owes you on a pension death benefit lump sum payment using form P50Z(DB).

Income Tax: flexibly accessed pension death benefit payment: repayment claim (P55(DB))
Claim back tax HMRC owes you on a death benefit lump sum payment using form P55(DB).

Published 6 April 2016
Last updated 16 May 2018 + show all updates

1. 16 May 2018 The form has been updated to show Universal Credit has been replaced by Carer's Allowance.
2. 6 April 2018 Rates, dates, allowances and duties have been updated for the tax year 2018 to 2019.
3. 30 June 2017 Forms updated to reflect new tax year
4. 7 June 2017 Welsh translation added.
5. 16 February 2017 Online form added for print off and post.
6. 6 April 2016 First published.