Pension schemes: repayment request for registered pension schemes (R63N)
Use form R63N to make a request for repayment of Income Tax deducted from the investment income of a registered pension scheme.
Ref: R63N https://public-online.hmrc.gov.uk/lc/content/xfaforms/profiles/forms.html?contentRoot=repository:///Applications/SpecPersTax_A/1.0/R63N&template=R63N.xdp
Ref: R63N Schedule https://public-online.hmrc.gov.uk/lc/content/xfaforms/profiles/forms.html?contentRoot=repository:///Applications/SpecPersTax_A/1.0/R63NSchedule&template=R63NSchedule.xdp
Use form R63N to request repayment of UK Income Tax that has been deducted at source from the investment income of a pension scheme which is registered for tax reliefs and exemptions with HM Revenue and Customs or a common investment fund.
Use form R63N Schedule to calculate the amount of tax to request back from investment income you have received. You must complete this schedule before you complete your request on form R63N Repayment request for Registered Pension Schemes. The schedule must be submitted with form R63N.
Before you start
If you are using an older browser, eg Internet Explorer 8, you’ll need to update it or use a different browser. Find out more about browsers.
You’ll need to fill in the form fully before you can print it. You can’t save a partly completed form so we suggest you gather all your information together before you begin to fill it in.