While downloading the PDF is an option, HM Revenue and Customs (HMRC) recommends using their online service, as it is typically faster and easier to process.
If you have emptied your entire pension pot, you must use form P50Z or P53Z instead. Information You’ll Need to Complete the Form can i download a p55 form
You have your pension pot (taken a lump sum). You only took part of the pot and haven't emptied it. While downloading the PDF is an option, HM
To ensure your claim is processed without delays, have the following details ready: You only took part of the pot and haven't emptied it
Yes, you can download a P55 form from the official UK government website to claim back overpaid tax on a pension withdrawal.
You do intend to take further regular payments in the same tax year. Your pension provider is unable to refund the tax directly.
For those who cannot sign in, HMRC provides interactive guidance to fill out the form on-screen before printing and posting. When to Use Form P55