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Flexibly accessed pension lump sum: repayment claim (tax year 2020 to 2021) About this form Use this form to claim back tax we owe you on a flexible access pension payment you recently received where

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How to fill out flexibly accessed pension lump

01

Check your eligibility: Make sure you meet the age requirement for withdrawing your pension as a lump sum and that you have a flexibly accessed pension.

02

Contact your pension provider: Inform your pension provider about your intention to take a flexibly accessed pension lump sum and inquire about the necessary forms and documentation.

03

Fill out the application form: Complete the form provided by your pension provider, providing accurate and up-to-date information about your pension plan details, personal information, and desired lump sum amount.

04

Submit the application: Return the completed application form to your pension provider. Make sure to include any required supporting documents as specified by your pension provider.

05

Review and wait for approval: Allow your pension provider to review your application and supporting documents. They may contact you for any additional information or clarification.

06

Receive funds: Once your application is approved, the pension provider will release the requested lump sum amount to your designated bank account. The time it takes to receive the funds may vary depending on your provider.

07

Consult a financial advisor: Consider seeking advice from a financial advisor to understand the implications and potential tax consequences of withdrawing a flexibly accessed pension lump sum.

Who needs flexibly accessed pension lump?

01

Individuals who have a flexibly accessed pension and meet the age requirement for withdrawing a lump sum may choose to take a flexibly accessed pension lump sum.

02

Those who need immediate access to a significant amount of money for various purposes, such as paying off debts, financing a major expense, or investing in other opportunities, may find the flexibly accessed pension lump sum beneficial.

03

People who believe they can manage their retirement income effectively without relying on a regular pension income may prefer taking a lump sum instead of regular payments.

04

Flexibly accessed pension lump sum can provide financial flexibility and control, allowing individuals to customize their financial strategy according to their specific needs and goals.

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What is flexibly accessed pension lump?

Flexibly accessed pension lump refers to a lump sum of money that can be withdrawn from a pension fund after the age of 55.

Who is required to file flexibly accessed pension lump?

Individuals who have accessed their pension flexibly and taken a lump sum are required to report it on their tax return.

How to fill out flexibly accessed pension lump?

To fill out flexibly accessed pension lump, individuals need to provide details of the lump sum amount and any taxes withheld by the pension provider.

What is the purpose of flexibly accessed pension lump?

The purpose of flexibly accessed pension lump is to provide individuals with the flexibility to access their pension savings as a lump sum.

What information must be reported on flexibly accessed pension lump?

The information that must be reported on flexibly accessed pension lump includes the amount of the lump sum and any taxes withheld.

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