‘Quick links’ to key forms and leaflets you may need in retirement or from State pension age
Forms
- Form P161 Pension Enquiry (PDF 106K)
- State Pension claim form BR1 and related guidance
- Form 18 Transferring the Married Couple's Allowance (PDF 88K)
- Form 575, Notice of transfer of surplus income tax allowances (for use if you've completed a form R40 'Claim for Repayment')(PDF 99K)
- Form R85 & helpsheet - Getting your interest without tax taken off (PDF 102K)
- Form R89 - Application to receive an annuity without tax taken off (PDF 43K)
- Form R86 - Application to receive a joint annuity without tax taken off (PDF 35K)
- Form R40 – Claim for repayment (PDF 102K)
- Download Guardian's Allowance claim form (PDF 91K)
- Authorising your agent
- Form SA303 – Claim to reduce payments on account
- Claim to personal allowances and tax repayment by an individual not resident in the UK (PDF 155K)
