Form

Apply to get an annuity without Income Tax taken off

You can ask for a Purchased Life Annuity to be paid without tax being taken off by using form R89.

• From: HM Revenue & Customs
• Published: 1 October 2014
• Last updated: 31 March 2016 — See all updates

Documents

Apply to get an annuity without tax taken off

https://public-online.hmrc.gov.uk/lc/content/xfaforms/profiles/forms.html?contentRoot=repository:///Applications/CorporationTax/1.0/R89(2009)&template=R89(2009).xdp

Details

If you get a Purchased Life Annuity, you can use form R89(2009) to ask HM Revenue and Customs for it to be paid without tax being taken off.

You must be resident in the UK and unlikely to have to pay Income Tax in the current tax year.

Fill in the form and send it to the company that pays your annuity.

Before you start

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You’ll need to fill in the form fully before you can print it. You can’t save a partly completed form so gather all your information together before you start to fill it in.

Published 1 October 2014
Last updated 31 March 2016 + show all updates

1. 31 March 2016

   Welsh translation added.

2. 9 July 2015

   Updated the information about where to send the completed form.

3. 1 October 2014

   First published.