Pension
https://www.ii.co.uk/pensions/tax/emergency-tax-pensions
Which form do I need to reclaim emergency tax on a pension lump sum?
HMRC has several forms you can use to claim a refund for emergency tax paid on a pension.
Which one is right for you will depend on your circumstances.
- P50Z – should be used if you if cashed in your whole pension and have no other sources of income.
- P53Z – should be used if you have cashed in your whole pension but also have other sources of income.
- P55 – should be used if you have only taken part of your pot as cash and have no immediate plans to make any further withdrawals.
Refunds from HMRC are usually paid within 30 days.
If you plan to make further withdrawals from your pot, HMRC will supply your pension provider with a new tax code that reflects the tax overpayment that you have made.