You

Who willcan needclaim

To tobe calleligible or write to us to claim tax relief if you aremust payingbe:

• a the basic rate oftaxpayer taxthat and:
  • yourpays into a workplace pension schemebut isthe employer does not setor upwill forno automaticlonger claim tax relief
  • youa paybasic rate taxpayer that pays a lump sum into a personal or workplace pension that is not under a net pay scheme

  Whoan canintermediate claim

  Torate betaxpayer eligibleor toa claimhigher taxrate relieftaxpayer youthat mustpays be paying into a personal or workplace pension scheme and be paying more than the basic rate of tax.

What you’ll need

To claim tax relief on your personal and workplace pension payments, you’ll need:need to know:

• your National Insurance number
• the type of pension
• the name of the pension provider
• the net amount of pension contributions for each tax year you’re claiming for
• your payroll number or reference number

You’ll need to upload or send proof from your pension provider of payments made for each tax year you’re claiming forfor, where any of the following apply:

• they’re more than £10,001
• youryou payrollpaid numbera orlump referencesum
• you numberare a basic rate taxpayer and no tax relief has been claimed at source

How to claim

Claim online

You’ll need to sign in with your Government Gateway user ID and password (if you do not have a user ID, you can create one when you first try to sign in).

You can save your progress and come back to it later.

Claim now

Claim by post 

You must send us a letter if you’re:

• unable to claim online
• an agent acting on behalf of a client

You’ll need to include all the information from the ‘what you’ll need’ section in your letter and send it to:letter.

After you’ve claimed

We will review your claim and contact you within 28 working days.