UK/USA Double Taxation Convention - forms available to claim relief

These forms are for claims under the Double Taxation Convention that entered into force on 31 March 2003. Further information about the correct claim form to use is contained in a special Tax Bulletin that was published on 1 April 2003

US Partnerships and LLCs wanting to claim relief under the new DTC should refer to HMRC Residency DT Guidance Note No.3.

Do not use these claim forms if you are claiming relief from UK tax under the terms of the 1980 DTC. There are separate claim forms for 1980 DTC.

All of these forms are in PDF format. To view a PDF document you must have Adobe Acrobat Reader installed on your machine. If you require this material in large print or Braille please contact HMRC Residency. To save a file to your hard drive, right click on the link and choose the save option.

This form is for a US individual wanting to claim relief on UK pensions, purchased annuities, interest or royalties.

This form is for a US business or concern wanting to claim relief on UK interest or royalties.

UK Real Estate Investment Trusts (UK-REITs)

Forms are also available for US residents to claim repayment of UK income tax (less 15% retained under the DTC) on Property Income Distributions paid by Real Estate Investment Trusts (UK-REITs)