Apss146 2026

1. Click ‘Get Form’ to open the apss146 in the editor.
2. Begin by selecting what you want to do next. Tick one box only: either apply for repayment of Income Tax or advise changes to the scheme bank account or legal owner details.
3. Fill in the Pension Scheme Details section. Enter the pension scheme name and indicate if it is set up under trust by selecting 'Yes' or 'No'.
4. Specify the basis for repayment requests. Choose between a tax year basis or a scheme accounts year end basis, and provide the necessary dates and references.
5. Complete the Scheme Bank Account Details section, ensuring all information is accurate for where repayments will be directed.
6. List all other legal owners of the scheme assets, providing their full names, dates of birth, addresses, and National Insurance numbers.
7. Finally, review your entries for accuracy and completeness before signing the declaration at the end of the form.

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