R40 claim form 2026

1. Click ‘Get Form’ to open the r40 claim form in the editor.
2. Begin by entering your name and address in the designated box. This ensures that your claim can be processed efficiently.
3. Fill in your personal details, including your date of birth and National Insurance number. Use black ink and capital letters for clarity.
4. In section 2, provide details of your UK employment income, pensions, and state benefits. Ensure you enter amounts before tax deductions.
5. Continue to sections 3 through 6 for UK interest, dividends, foreign income, and any other relevant financial information. Follow the instructions carefully for each box.
6. For repayment instructions, specify where you would like the repayment sent. If applicable, include details for a nominee.
7. Finally, sign and date the form in section 12. Make sure all information is accurate before submitting.

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