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).
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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).
Last updated 6 May 2020 + show all updates
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Form P53Z(DB) to claim income tax back on a pension death benefit lump sum updated for tax year 2020 to 2021.
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Form P53Z(DB) to claim income tax back on a pension death benefit lump sum updated for tax year 2019 to 2020.
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Welsh translation updated to replace Universal Credit with Carer's Allowance.
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The form has been updated to show Universal Credit has been replaced by Carer's Allowance.
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Rates, dates, allowances and duties have been updated for the tax year 2018 to 2019.
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Forms updated to reflect new tax year
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Welsh translation added.
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Online form added for print off and post.
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First published.