Form P53Z, Flexibly Accessed Pension Lump Sum: Repayment Claim, is a statement that individuals can complete to request the government to repay them the tax owed after a flexible pension payment was obtained. This document was released by United Kingdom HM Revenue & Customs and was last updated on April 1, 2020, with all previous editions obsolete. A printable P53Z Form can be downloaded through the link below.
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If you are retired and decide to withdraw a flexible pension payment, get a lump sum payment to handle the treatment of a serious medical condition, or get sent Form P45 to claim a tax refund by a pension provider, you can become eligible for a tax repayment as long as you indicate estimated income you are entitled to during the tax year.
Provide the following details when preparing a P53Z Tax Form:
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