Form P53Z Flexibly Accessed Pension Lump Sum: Repayment Claim (Tax Year 2020 to 2021) - United Kingdom

P53Z Form Instructions

Provide the following details when preparing a P53Z Tax Form:

1. Personal information (this includes your title, full name, date of birth).
2. Additional identifying information (your National Insurance Number and Pay-As-You-Earn reference number of your current employer, if applicable).
3. Your contact details and the time when you can be reached out to.
4. A breakdown of the employment and self-employment income (if you expect to receive any during the appropriate tax year). Note that you have to state the estimated amount of taxable benefits as well.
5. State pension income and taxable state allowances and benefits.
6. Taxed and untaxed interest you may have on domestic savings and investments. Dividends you receive from United Kingdom businesses at the moment.
7. Other sources of income (i.e., trusts, foreign income, or real estate).
8. Amount of gift aid payments you are planning to make during the tax year.
9. The address of the individual who will receive a cheque on your behalf if you want to name a nominee instead of getting the repayment yourself.