Form

Income Tax: pension death benefit lump sum: repayment claim (P53Z(DB))

From:
HM Revenue & Customs
Part of:
Income Tax forms and Income Tax
Published:
6 April 2016
Last updated:
30 June 2017, see all updates

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

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)_20178&template=P53Z(DB).xdp

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

PDF, 244KB, 9 pages

Details

You can use this form to claim back tax HM Revenue and Customs (HMRC) owes you on a pension death benefit lump sum you recently received where you’ve taken a pension death benefit lump sum payment which used up all your fund.

You can either:

  • fill in the form on-screen, print and post to HMRC
  • print form P53Z(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 which used up all your fund.

Income Tax: flexibly accessed pension death benefit payment: repayment claim (P55(DB))
Use form P55(DB) to claim back tax HMRC owes you if you’ve taken a flexibly accessed pension death benefit payment, or you’ve only taken part of your death benefit pension pot and will not be taking regular payments, or the pension body is unable to make any tax refund.

Document information

Published: 6 April 2016

Updated: 30 June 2017

+ full page history

  1. Forms updated to reflect new tax year
  2. Welsh translation added.
  3. Online form added for print off and post.
  4. First published.

From: HM Revenue & Customs

Part of: Income Tax forms Income Tax