You may need to provide these when you claim:
- Your national insurance number (and partner’s, if you have one)
- Proof of your identity (for example your passport, birth certificate or driving licence)
- Marriage certificate or civil partnership certificate.
- Divorce certificate or civil partnership dissolution certificate.
Do I have to declare my State Pension on my tax return?
State Pension income is taxable but usually paid without any tax being deducted. You no longer have to pay National Insurance contributions when you’ve reached State Pension age.
What documents do I need to apply for pension credit?
What documents will I need to claim Pension Credit?
- Your national insurance (NI) number.
- An idea of how much money you have coming in each week.
- Details of any savings and investments.
- Information on housing costs, such as mortgage interest, service charges or ground rent.
How do I apply for my state pension?
Applying online is the quickest way to get your State Pension. To apply by post, print out and fill in the claim form on this page, or call the claim line to request a form with a reply envelope. Send the claim form to the Pension Service, or ask someone to do it for you.
How can I claim back tax on my pension?
This only applies if you’ve emptied your pension pot. If you’ve only used part of your pension pot, or if you’re not working or receiving benefits, you’ll need to use form P55 or form P50Z. Use form P53 to claim back any tax we owe you on a small pension lump sum where you’ve had either a:
How to claim tax refund on flexible pension?
P53Z (Claim by Post and Print then fill in and post version) has been updated to reflect new tax year changes. An online service is now available. New print and complete form added. Form P53Z added to reclaim tax paid on a flexible pension payment. First published.
What do I need to claim back pension overpayment?
To claim online, you need a Government Gateway user ID and password. If you do not have a user ID, you can create one when you claim. If you’ve taken all of your pension pot, use form P50Z or form P53Z. Fill in this form with details of any other income that you expect to get during the tax year to make sure we repay the right amount of tax to you.
