Pension coding form
Employer PAYE reference
National Insurance number
Your PAYE tax code
Your current PAYE tax code may need The information we ask for here will enable us
changing because: to give you the correct tax allowances for the
• you have started to receive an occupational tax year – a tax year starts on 6 April one year
or personal pension and ends on 5 April the next.
• you are nearing State Pension age and may We want you to pay the right amount of tax:
soon be getting your State Pension failure to complete this form may mean you
• you already receive a pension but you are pay too much, or too little.
nearing age 65 (and higher tax allowances If you want a large print version of the
may be due). form, or any help with completing it,
please phone us on the number above.
Your first name(s) If you are married or in a civil partnership,
enter your spouse’s or civil partner’s
date of birth
Your last name
Please enter the date you were married
Your contact daytime phone number
If your spouse or civil partner has died, enter
Your date of birth DD MM YYYY their date of death
P161 (SEES) Page 1 HMRC 07/10
Your State Pension
If you do not know the details of your State Pension please hold on to the form until you do.
Weekly amount of State Pension (exclude Date your State Pension started DD MM YYYY
Pension Credit and Child Dependency
Addition, Attendance Allowance
and Disability Living Allowance)
If you have deferred your State Pension,
put 'X' in this box
If you have more than two pensions, include details of the others on page 4. For more detailed
information on types of pension, please see the P161 Helpsheet which is included with this form.
First pension Second pension
Name and address of pension provider Name and address of pension provider
Type of pension Type of pension
Personal pension Personal pension
Occupational pension Occupational pension
Retirement annuity Retirement annuity
Pension number, if known Pension number, if known
Pension provider’s PAYE tax reference, Pension provider’s PAYE tax reference,
if known if known
Date pension began Date pension began
Amount of current monthly pension, Amount of current monthly pension,
before tax before tax
£ • £ •
Jobseeker’s Allowance, taxable Incapacity Benefit or Employment and
Your current weekly benefit Date benefit started DD MM YYYY
Please tick if you receive: If you expect this benefit to end, enter the
date it will stop being paid
Taxable Incapacity Benefit
Employment and Support Allowance
Other taxable income
To check you are paying the correct amount of tax, we need to know about any other
If you are employed now or have If you are self-employed
been in the last 12 months
What kind of self-employed work do you do?
Name and address of employer
Address When did you start
Postcode Your estimated profits for this tax year
Your works or payroll number
Your 10 digit tax reference
(UTR from page 1 of your Tax Return)
Date you started in this employment
Date you intend to stop working, if applicable
Monthly pay, before tax
Date you intend to stop working or the date
you ceased working
Employer’s PAYE reference number, if known
With joint accounts, enter only your share. Do not include any non-taxable exempt income
such as interest from an ISA or the first £70 from a National Savings Ordinary Account.
Taxed bank and building society interest Company dividends – including dividends
from unit trusts
Total estimated interest (after tax) for this
tax year Estimated dividend income for this tax year,
excluding tax credit
Untaxed interest – from some National
Savings & Investment products, such as Purchased life annuities
pensioner, income and capital bonds
Estimated taxable income for this tax year
Total estimated interest for this tax year £ •
Any other taxable income
For example, rents received from property letting, Carer’s Allowance or foreign pensions.
(Please provide details in the ‘Other information’ box below).
Estimated other taxable income for this
For example, do you expect any changes in your income in the next 12 months?
(Please continue on a separate piece of paper if necessary).
If you are 65 or over or you pay tax at a higher rate, the charitable payments you make under
the Gift Aid scheme can reduce your tax bill.
Gift Aid payments you expect to make this tax year
Your signature Date DD MM YYYY
Please send the completed form to us
at the address shown at the top of page 1.