Personal tax – form

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.

Detail

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.

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 (tax year 2016 to 2017) (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.