HMRC Form P53: Claim to Repayment of Income Tax on a Small Pension Taken as a Lump Sum
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JustFill is not affiliated with HM Revenue & Customs (HMRC). This is an independent third-party tool to help you complete HMRC Form P53. Always download the current blank form from the official source and verify your completed copy before signing or submitting. Official HMRC Form P53 from HM Revenue & Customs (HMRC)
HMRC Form P53, Claim to repayment of Income Tax on a small pension taken as a lump sum, is the official HM Revenue & Customs in-year tax refund form used when you cash in a "small pot" pension (up to £10,000 per arrangement) or a defined-benefit trivial commutation lump sum and your pension provider deducts 20% or emergency Month 1 PAYE tax from the taxable 75% portion. Open the Form P53 blank in JustFill to complete every box in your browser and download a clean PDF.
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When you cash in a small pension pot of £10,000 or less under the UK small pots rules (or commute a trivial defined-benefit scheme), the first 25% is normally paid tax-free and your pension scheme administrator deducts Income Tax (typically at 20% basic rate or an emergency code) from the remaining 75% and issues you a Form P45. Rather than waiting until the end of the tax year for HMRC’s automatic P800 reconciliation, submitting HMRC Form P53 lets you reclaim overpaid tax immediately during the tax year. JustFill lets UK retirees, IFAs, pension administrators, and accountants complete Form P53 online in any browser and export a clean PDF ready to sign and post with P45 Parts 2 and 3.
The official HMRC Form P53 is published on GOV.UK at gov.uk/government/publications/income-tax-claim-for-repayment-of-tax-when-youve-cashed-in-a-small-pension-p53. Click "Fill the blank HMRC Form P53 now" above to open a fillable Form P53 directly in JustFill, enter your pension lump-sum and income estimates in your browser, and download a clean PDF.
What each section of HMRC Form P53 asks for. JustFill’s AI will detect these fields automatically when you upload the PDF — review the breakdown below so you know what to enter.
Title, surname, first name(s), UK National Insurance number (NINO), date of birth, address and postcode, daytime phone number, and the pension provider’s Employer PAYE reference from the lump-sum P45.
Total taxable portion of the small pension lump sum (the 75% taxable element shown on P45), total Income Tax deducted from the lump sum, and the date the lump sum was paid.
Estimated gross pay from employment, other occupational/private pensions, State Pension, taxable state benefits, self-employment profits, or UK savings/dividend income for the rest of the current tax year.
UK bank or building society account holder name, 6-digit sort code, 8-digit account number (or nominee address), and claimant signature and date.
A fictional 62-year-old semi-retired worker in Leeds cashes in an £8,000 small-pot workplace pension (£2,000 tax-free + £6,000 taxable, with £1,200 deducted at 20%) and files HMRC Form P53 to reclaim overpaid tax because his only other income in 2026–2027 is £5,500 of part-time wages.
Name: Mr Robert K. Sample · NINO: QQ 21 43 65 C · DOB: 11/09/1964 · Address: 32 Park Row, Leeds, LS1 5JD · Provider PAYE Ref: 948/SP5001
Fictional NINO and provider PAYE reference.
Taxable part of lump sum (75%): £6,000.00 · Tax taken off lump sum: £1,200.00 · Payment date: 15/10/2026 (P45 Parts 2 & 3 enclosed)
Part-time employment gross pay expected: £5,500.00 · State Benefits / Other Pensions: £0.00
Combined taxable income (£11,500) is below the £12,570 Personal Allowance, qualifying for a full £1,200 tax refund.
Sort Code: 20-XX-XX · Account No: 8765XXXX · Signed: Robert K. Sample · Date: 23/10/2026
These values are made up. They are here to show what belongs on each line, not to be copied — every name, number, and address on your own HMRC Form P53 has to be your own. Enclose Parts 2 and 3 of the Form P45 provided by your pension scheme administrator when posting Form P53 to HMRC (Pay As You Earn and Self Assessment, BX9 1AS).
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By uploading, you confirm you have the legal right to use this document.
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Official source: HMRC Form P53 on HM Revenue & Customs (HMRC)’s website
Edition checked: HMRC Form P53 (Small Pots / Trivial Commutation Lump Sum Tax Repayment Claim, 2 pages). Verified against the official source on · Verified in our Government Forms Fillability Study.
JustFill is an independent product and is not affiliated with, endorsed by, or sponsored by HM Revenue & Customs (HMRC) or any government agency. Always verify your completed form on the official version before signing or submitting.