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United Kingdom · HMRC

Form P55 — Claim Back Tax on a Flexibly Accessed Pension Payment

Form P55 reclaims tax overpaid when a pension withdrawal was taxed on an emergency basis and you are not taking regular payments.

Fill P55 now — free to try

Filled entirely on your computer. Your National Insurance number and personal details are never uploaded.

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Who needs P55?

People who took a partial pension lump sum and were over-taxed under an emergency code.

How to fill it with DocsArc

  1. Open P55 in the DocsArc workspace with one click above.
  2. Click any field and type — form fields are detected automatically, and you can add text anywhere.
  3. Sign it if needed: draw, type or upload your signature, with an automatic date line.
  4. Save or print. The finished PDF never left your computer.

Frequently asked questions

Why was my withdrawal over-taxed?

Providers often apply an emergency “Month 1” code to one-off withdrawals, taxing them as if repeated monthly.

Always verify you have the current version: official HMRC page

Contains public sector information licensed under the Open Government Licence v3.0. DocsArc is an independent tool and is not affiliated with HMRC.