You can download form R40 from GOV.UK. If you are unable to print the form off yourself (or with help from friends/a local library, etc.) then you will have to phone HMRC to request that they send you a copy. The phone number to use is: 0300 200 3300.
Documents
Apply online (sign in using Government Gateway)
Apply by post
Ref: R40PDF, 302KB, 4 pages
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Notes to help you fill in the form
Ref: R40 NotesPDF, 377KB, 8 pages
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Details
How to make a claim
Make a repayment claim on your Self Assessment tax return if you’re registered for Self Assessment.
If you’re not registered for Self Assessment and you think you have paid too much tax on your savings you can claim a repayment by either:
- using the online service
- filling in the form on-screen, printing it off and posting it to HMRC
To use the online service, you need a Government Gateway user ID and password. If you do not have a user ID, you can create one when you use the service.
If you use the online form, you’ll get a reference number you can use to track the progress of your claim.
The time limit for making a claim is 4 years after the end of the tax year you are claiming for. Every tax year needs a separate claim form.
If you (or the person you’re claiming for) live abroad then you must submit a repayment claim using the form R43.
If you meet any of the Self Assessment criteria, you must complete a tax return. Do not submit a R40 claim for repayment.
How to claim on behalf of someone else
To claim a repayment on behalf of someone else (for example, someone who has died or is a minor):
- Print the postal form.
- Fill it in by hand.
- Post it to HMRC – you must include the residential address of the minor on the form.
Before you start
Read the R40 notes to help you fill in the form.
Can I fill in form R40 online?
You can make a claim for a tax repayment on your PPI interest using form R40 (or form R43 if you are living overseas). You can either do this online, or by downloading and printing off a paper form to send by post. You can access the form R40 on GOV.UK, together with instructions about how to complete the form.