UK HMRC Form P55 – Fillable PDF for Pension Tax Refund

Form P55 is the HMRC claim form used to recover tax that was over‑deducted when you accessed a portion of your pension flexibly. With the fillable PDF hosted by Formize, you can complete the form directly in your browser—no extra software required.

What Is HMRC Form P55?

The P55 is issued by HM Revenue & Customs (HMRC) to correct the "month‑1" emergency tax code that pension providers often apply to a one‑off withdrawal. It allows you to claim back the excess tax within the same tax year.

When and Why to Use Form P55

• You have taken a partial pension withdrawal (not the whole pot).
• The withdrawal was a single lump‑sum or occasional payment.
• Your provider could not issue the refund themselves.
• You want the refund sooner than the end‑of‑year reconciliation.

How to Complete Form P55 Online

Instead of downloading the PDF and editing it with a separate editor, simply click the "Fill out this form" button on this page. The Formize PDF Filler app will load, and you can:

1. Enter your personal details, NI number, and bank account.
2. Provide the pension payment information (gross amount, tax deducted, provider details).
3. Add any other income you earned during the tax year.
4. Sign electronically with a typed, drawn, or uploaded signature.
5. Submit the completed form directly to HMRC or download it for postal submission.

Common Mistakes to Avoid

• Leaving fields blank – HMRC will reject an incomplete claim.
• Using the wrong tax year version – always select the form for the current tax year.
• Mismatching your NI number or bank details – double‑check before submitting.
• Forgetting to include other income – HMRC recalculates your total tax position.

Submit Your Claim & Receive Your Refund

After you finish, you can either:

• Submit electronically via your HMRC Government Gateway account (fastest).
• Print the completed PDF and post it to the address shown on the form.

HMRC typically processes a P55 claim within 30 days and pays the refund by Faster Payments or cheque.