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 31 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

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 31 May 2018 + show all updates
  1. Welsh translation updated to replace Universal Credit with Carer's Allowance.
  2. The form has been updated to show Universal Credit has been replaced by Carer's Allowance.
  3. Rates, dates, allowances and duties have been updated for the tax year 2018 to 2019.
  4. Forms updated to reflect new tax year
  5. Welsh translation added.
  6. Online form added for print off and post.
  7. First published.