New version of P161 Pension coding formMonday, November 29th, 2010
Form P161 is used by individuals to ask HMRC to review their tax code because they
- have started to receive an occupational or personal pension
- are nearing State Pension age and may soon be getting their State Pension
- already receive a pension but are nearing age 65 and may be entitled to higher tax allowances.
The form has been updated and is available to download at the link below. Payroll offices may consider keeping a supply of this form and its associate Helpsheet to give to employees at the appropriate time.
A related form, P161(W)(MAN), has also been updated. It has a similar objective to the P161 but is completed by an individual who is receiving a bereavement benefit or whose spouse or civil partner has died.