RM2528 - RA instructions: Format 1

If the word FILE is displayed at the top of Format 1 get the file if you have not done so already.

Use the information given on the form R40(SP) to complete

Format 1 as follows.

Field	Notes and action required
CLAIM NOT PURSUED?	Leave blank.
AMOUNT	UK Dividends \nEnter the amount shown in ‘Amount of dividend’. \nBank/Building Soc Interest \nEnter the amount shown in ‘Bank, building society interest taxed before receipt’. Note that from April 2016 the Personal Savings Allowance applies and repayments are not usually appropriate. \nUntaxed Interest \nEnter the amount shown in ‘Bank, building society interest not taxed’. \nPensions \nEnter the amount shown for State retirement pension.
TAX	Enter the tax shown in ‘Amount of tax credit’. \nYou must enter the tax if you have made an entry in AMOUNT for UK Dividends. Note that from April 2016 Dividend Tax Allowance means the tax credit no longer applies and repayments are not usually appropriate.
ANNUAL PAYMENTS
NET/GROSS	Enter N.
AMOUNT	Enter the amount shown in the Total box of ‘Payment to charity under deeds of covenant’.
REPAYMENT SUPPLEMENT DUE?	If the year is one for which supplement may be due Y will appear in this field. Do not change this entry.
ALLCES ETC.	Enter PA (LPA for 1989/90 or earlier).

Press SEND .

If you get the error message AMOUNT OF TAX DOES NOT TALLY WITH SOURCE AMOUNT AND TAX RATE FOR YEAR check

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If you have not copied the figures correctly or the claimant’s arithmetic is incorrect

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Repayment Claims Manual