Claim a tax refund on your pension by post
Find out how to claim a tax refund on an additional lump sum or cash payment your private pension.
You may be able to claim a refund if you’ve paid too much tax on your pension.
Check how to claim a tax refund on your pension
There are different ways to claim depending on the type of payment you’ve received.
Use this tool to find out how to claim your refund.
If you cannot claim online
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Check which form to use.
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Print the relevant form.
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Fill it in by hand.
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Post it to HMRC (the address is at the end of the form).
Printable forms
If you use the incorrect form, your refund may be delayed.
What happens next
We’ll work out any repayment due to you. We’ll make the repayment by Faster Payments into a bank account held in your name or your nominee’s.
At the end of the tax year we’ll check again to make sure we’ve refunded the correct amount and will contact you if this is different.
Find out when you can expect to receive a reply from HMRC to a query or request you’ve made.