P53Z form

PDF, 266672 KB, 9 pages

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1. Print the form.

2. Fill it in by hand.

3. Post it to HMRC (the address is at the end of the form).

What happens next

We’ll work out any repayment due to you and we’ll send you a payable order. We can send this direct to you at your home address or to your nominee’s address. The payable order can only be paid into an account held in your name or your nominee’s.

Find out when you can expect to receive a reply from HMRC to a query or request you’ve made.

Information you’ll need to claim

You’ll need your:

• National Insurance Number

• employer PAYE reference number — if you have it

• parts 2 and 3 of your p45 — if not tell us why (for example, you may be retired, or a UK Crown servant employed abroad)

• self-employment profits made in this tax year — if there are any

Your P45 shows how much tax you’ve paid on your salary so far in the tax year (6 April to 5 April).

You’ll also need to confirm if you’ve had any:

• pensions from a former employer

• public service pensions

• forces pensions

• personal pension annuities

• small pensions paid as lump sums (trivial commutation)

• State Pension

• taxable benefits from 6 April in the current tax year

You should also check if you’ve had any income from:

• property

• trusts

• commissions

• tips

• foreign income

• profits paid out on UK life insurance policies

• any other source you have not entered on the form