Help with P55 form please

doris540

 Firstly excuse me asking simple questions but just wanted to clarify. Accessed my Pru pension and withdrew a amount from it . This was obviously taxed at higher level than it should. So need to fill out this form to claim it back. I am still in full time employment and do not contribute to any pension scheme whatsoever at the moment and havent done for best part of 2 years.
 The name address of pension provider and PAYE ref number. Obviously name address etc is straight forward but how do i get the PAYE ref number?
  Any Pension flexibilty lump sum payments received.   Presume this is the gross figure i withdrew.

If i dont fill this form out and just leave it i presume end of tax year the HMRC will automatically refund me at some point.
I am a normal rate taxpayer have no other income other than my job .

xylophone

The name address of pension provider and PAYE ref number.

Did the Pru issue a "payslip" when you accessed your pension?

https://www.pensionbee.com/pensions-explained/find-transfer-pensions/how-to-find-a-pension-number

Dazed_and_C0nfused

doris540 said:

 Firstly excuse me asking simple questions but just wanted to clarify. Accessed my Pru pension and withdrew a amount from it . This was obviously taxed at higher level than it should. So need to fill out this form to claim it back. I am still in full time employment and do not contribute to any pension scheme whatsoever at the moment and havent done for best part of 2 years.
 The name address of pension provider and PAYE ref number. Obviously name address etc is straight forward but how do i get the PAYE ref number?
  Any Pension flexibilty lump sum payments received.   Presume this is the gross figure i withdrew.

If i dont fill this form out and just leave it i presume end of tax year the HMRC will automatically refund me at some point.
I am a normal rate taxpayer have no other income other than my job .

Completion of a P55 is entirely optional, if you don't bother any overpaid tax will be automatically refunded this time next year.

https://www.gov.uk/tax-overpayments-and-underpayments

I am still in full time employment and do not contribute to any pension scheme whatsoever at the moment and havent done for best part of 2 years

how do i get the PAYE ref number?

Is there a particular reason for this? Depending on the scheme you are either missing out on free money from your employer or a valuable DB pension or could even be paying more tax than you need to.

Either ask Prudential or check your Personal Tax Account on gov.uk, once the details have been received by HMRC you should be able to see the PAYE reference number there. 

Any Pension flexibilty lump sum payments received. Presume this is the gross figure i withdrew.

Not necessarily, it's the taxable amount HMRC will be interested in, not the TFLS part (if there was one for this payment).

doris540

Thanks found the PAYE ref number as you suggested