HMRC Flexibly Accessed Pension Repayment Claim Form 2024-2025
This file is used to claim back tax for those who have flexibly accessed their pension and will not be taking regular payments. It provides instructions on how to fill out the form and information needed. It is applicable for the tax year 2024 to 2025.
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How do I fill this out?
Fill out the form with details of your income and pension access for the tax year 2024 to 2025. Make sure to provide accurate estimates if you do not have the final figures on hand. Sign the declaration on page 8 before submitting the form.
How to fill out the HMRC Flexibly Accessed Pension Repayment Claim Form 2024-2025?
1
Fill in questions 1 to 9 with your personal and contact information.
2
Complete sections related to your employment income, self-employment income, and pension income.
3
Provide details of any other income and benefits you expect to receive during the tax year.
4
Double-check your entries for accuracy and completeness.
5
Sign the declaration on page 8 before submitting the form.
Who needs the HMRC Flexibly Accessed Pension Repayment Claim Form 2024-2025?
1
Individuals who have flexibly accessed their pension in the tax year 2024 to 2025 and need to claim a tax refund.
2
Pensioners who have taken part of their pension pot as a lump sum and will not be receiving regular payments.
3
People whose pension providers are unable to refund tax directly.
4
UK residents who need to report all income sources and want to ensure correct tax repayment.
5
Anyone filling in the Self Assessment tax return who requires a tax refund for the year.
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What are the instructions for submitting this form?
Submit this form by completing all relevant sections and signing the declaration on page 8. Once completed, you can send the form by mail to HM Revenue & Customs, or submit it online through the HMRC website's tax refund section. For any questions, you can contact the Taxes Helpline at 0300 200 3300. Ensure all details are accurate and keep a copy for your records. Our advice: Double-check all entries for accuracy and completeness before submission.
What are the important dates for this form in 2024 and 2025?
The important dates for this form are from 6 April 2024 to 5 April 2025, which cover the tax year.
What is the purpose of this form?
The purpose of this form is to allow individuals who have flexibly accessed their pensions to claim back any overpaid tax for the tax year 2024 to 2025. This form is necessary for those who are not receiving regular payments from their pension pot and for those whose pension provider cannot refund tax directly. It ensures that the correct amount of tax is repaid to the claimant by collecting detailed income information for the specified tax year.
Tell me about this form and its components and fields line-by-line.
- 1. Title: Your title, such as Mr, Mrs, Miss, Ms, or Dr.
- 2. Surname: Your last name or family name.
- 3. First name: Your given name.
- 4. Address: Your postal address and postcode.
- 5. Contact telephone number: Your phone number and the best time to contact you.
- 6. Date of birth: Your birth date in DD MM YYYY format.
- 7. National Insurance number: Your National Insurance number, e.g., QQ123456A.
- 8. Employer PAYE reference number: Your employer's PAYE reference number, e.g., 123/A246.
- 9. Employment income: Details of your total pay from all employment before tax is taken off.
- 10. Taxable benefits: Estimated figures for any taxable benefits, such as company car or medical insurance.
- 11. Self-employment income: Total profits from self-employment before tax is taken off.
- 12. Pension income: Income from pension annuities, workplace, occupational and personal pensions, and other relevant pension payments.
What happens if I fail to submit this form?
Failure to submit this form means you may not receive a tax refund for overpaid taxes on your pension income.
- Missed Tax Refund: You may miss out on claiming back overpaid tax.
- Incorrect Tax Liability: Your tax records may not accurately reflect your income and payments for the tax year.
- Penalties: You may incur penalties for failing to report income or claim the tax refund correctly.
How do I know when to use this form?
- 1. Flexible Pension Access: If you have taken part of your pension pot and are not receiving regular payments.
- 2. Tax Refund: If your pension provider cannot refund tax directly.
- 3. Income Reporting: To report all your income sources for the tax year.
- 4. Self Assessment: If you are submitting a Self Assessment tax return and require a tax refund.
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