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Apply Online Marriage

Apply for a Marriage Allowance Transfer and Backdated Rebate

Apply for a Marriage Allowance Rebate from HM Revenue & Customs in just a few easy steps with the Rebate Gateway

*If you are unsure that you are eligible for Marriage Allowance, our Assessment Team will review your case when submitted and inform you of the outcome.

Pre-Application Information

Important Information

You are currently applying for a Marriage Allowance Tax Rebate from HM Revenue & Customs following being notified of potential overpayment.

Please ensure that you are careful that you provide information correctly, especially the details of the 'Lower Earner' and 'Higher Earner' in the correct field - to avoid your claim being rejected.

You will find it easier to answer the questions within the application if you have a copy of your most recent Payslip or P60 to hand (if either of you are employed).

Please click next to continue to the application

Your Details

IMPORTANT:
Please provide the details of both the 'Lower Earner' and 'Higher Earner' within the Marriage. Please note that 'earnings' could be from Employment or Pension or any other form of taxable income.

Full Name (Lower Earner)(Required)

First Last

Full Name (Higher Earner)(Required)

First Last

Address(Required)

Street Address City Postcode

Telephone Number(Required)

Email Address(Required)

Address Verification

Important Information
Address history is essential for us to verify the identity of both the transferor and the recipient of Marriage Allowance. Please let us know any other addresses that you have resided at within the last 6 years.

Have you lived at your current address for more than 6 years?(Required)

Yes

Are you currently a Private Tenant, Housing Association Tenant or a Homeowner?(Required)

Private Tenant

Council/Housing Association Tenant

Homeowner

Previous Address(Required)

Street Address City Postcode

Does your current address and previous address cover the last 6 years of history?(Required)

Yes

Are you currently a Private Tenant, Housing Association Tenant or a Homeowner?(Required)

Private Tenant

Council/Housing Association Tenant

Homeowner

Previous Address(Required)

Street Address City Postcode

Are you currently a Private Tenant, Housing Association Tenant or a Homeowner?(Required)

Private Tenant

Council/Housing Association Tenant

Homeowner

Confirmation of Allowance

Important Information
Please complete the following questions to the best of your knowledge. Whilst not required, it would assist if you had the 'Higher Earners' most recent Payslip or P60 to complete this section.

Are you currently claiming Marriage Allowance?(Required)

Yes

Please confirm the ‘Higher’ Earners Taxcode – this can be found on a P60 or Payslip(Required)

Have you ever attempted to claim Marriage Allowance?(Required)

Yes

Please confirm the ‘Higher’ Earners Taxcode – this can be found on a P60 or Payslip(Required)

Lower Earner/Transferor - Details

Important Information
The 'Lower Earner' or ‘Allowance Transferor’ is the person that you have identified with the lower income within the household

National Insurance Number(Required)

Gender(Required)

Date of Birth(Required)

DD slash MM slash YYYY

Lower Earner/Transferor Income Declaration

Important Information
The 'Lower Earner' or ‘Allowance Transferor’ is the person that you have identified with the lower income within the household

Has your total annual income been LESS than £12,570 in any of the past 4 years (since April 2020)(Required)

Yes

IMPORTANT: 'Income' means any funds you have received from Employment or Pensions.

Please select which years your total annual income has been less than £12,570(Required)

2020/2021

2021/2022

2022/2023

2023/2024

All Years

Where is your income from?(Required)

Employment

Self-Employment

Pension

Benefits

Please select which years you have been employed?(Required)

2020/2021

2021/2022

2022/2023

2023/2024

ALL YEARS

Name of employer(Required)

IMPORTANT: To avoid delays in processing your claim - please ensure you provide the full legal name of your employer, as shown on your Payslip/P60.

What is your job title(Required)

Approximate start date(Required)

DD slash MM slash YYYY

I still work here(Required)

Yes

Approximate end date(Required)

DD slash MM slash YYYY

Estimated Salary(Required)

NOTE: Please provide an estimate of your salary over the years that you have worked

Employer PAYE Reference Number

NOTE: You can find the employer PAYE/Employer reference on your P60 or P45 (and sometimes on your payslip) and it will usually look something like 123/A56789. Your claim may be rejected by HMRC if you do not provide this correctly.

Your Employment

Do you wear a uniform/protective clothing at work?(Required)

Yes

Did you work from home (even for a day) during the Covid-19 Pandemic?(Required)

Yes

Do you use your own vehicle for work?(Required)

Yes

NOTE: If you use your vehicle for work, i.e to see a client or travel to various places of work - please select yes.

Are you a member of a Union?(Required)

Yes

NOTE: If you are a member of a Union, you would be due a rebate of Fees you have paid for your membership.

Please provide the name of the Union

Higher Earner/Recipient - Details

Important Information
The ‘Higher Earner’ or 'Allowance Recipient' is the person with the higher income within the household. Income can be from employment, self-employment, pensions or certain benefits.

National Insurance Number(Required)

Gender(Required)

Date of Birth(Required)

DD slash MM slash YYYY

Higher Earner/Recipient Income Declaration

Important Information
The ‘Higher Earner’ or 'Allowance Recipient' is the person with the higher income within the household. Income can be from Employment, Pension(s) or certain Benefits.

Has your income been MORE than £12,570 in any of the past 4 years (since April 2020)?(Required)

Yes

Please select which years has your income been more than £12,570(Required)

2020/2021

2021/2022

2022/2023

2023/2024

ALL YEARS

Where has your income derived from?(Required)

Employment

Self-Employment

Pension

Name of employer(Required)

IMPORTANT: To avoid delays in processing your claim - please ensure you provide the full legal name of your employer, as shown on your Payslip/P60.

What is your job title(Required)

Approximate start date(Required)

DD slash MM slash YYYY

I still work here(Required)

Yes

Approximate end date(Required)

DD slash MM slash YYYY

Estimated Salary(Required)

NOTE: Please provide an estimate of your salary over the years that you have worked

Employer PAYE Reference Number

NOTE: You can find the employer PAYE reference on your P60 or P45 (and sometimes on your payslip) and it will usually look something like 123/A56789. Your claim may be rejected by HMRC if you do not provide this correctly.

Your Employment

Do you wear a uniform/protective clothing at work?(Required)

Yes

Did you work from home (even for a day) during the Covid-19 Pandemic?(Required)

Yes

Do you use your own vehicle for work?(Required)

Yes

NOTE: If you use your vehicle for work, i.e to see a client or travel to various places of work - please select yes.

Are you a member of a Union?(Required)

Yes

NOTE: If you are a member of a Union, you would be due a rebate of Fees you have paid for your membership.

Please provide the name of the Union

Marriage Confirmation

Important Information
Please confirm the date that you were married - you can locate this on your Marriage Certificate.

Date of Marriage(Required)

DD slash MM slash YYYY

R40 Financial Rebate

Important Information
You may be due a rebate on any financial compensation claims that have been paid out, such as for Payment Protection Insurance (PPI)

Please note - if you have been subject to an Individual Voluntary Arrangement (IVA) it is highly likely your Insolvency Practitioner looked into this and therefore you could be due a rebate, therefore please click yes and proceed.

Have you received compensation from mis-sold Payment Protection Insurance (PPI)(Required)

Yes

Hidden

Do you have the details of the claims, including the amount of compensation you received?(Required)

I know the details of the claims

I do not have the details of the claims

Bank/Lenders Selection

Important Information
Please select ALL banks/lenders you have previously obtained credit with by clicking the relevant credit areas - i.e, if you have previously had a Barclaycard and a Lloyds Loan, select 'Barclaycard' in the Credit Card section, and 'Lloyds' in the Loan Section.

Credit Card

American Express

Lloyds

TSB

Aqua

M&S Bank

Vanquis

Bank of Scotland

Marbles

Very

Barclaycard

MBNA

Virgin

Capital One

Nationwide

Yorkshire Bank

Citi Financial

Natwest

Zopa

Clydesdale Bank

Royal Bank of Scotland

Creation Finance

Sainsburys

Fluid

Santander

GE Capital

Shop Direct

Halifax

Smile

HSBC

Tesco

Littlewoods

The Cooperative Bank

Loan

Abbey National

Bank of Scotland

Barclays

Blackhorse

Cahoot

Clydesdale Bank

Cooperative Bank

First Direct

Halifax

HSBC

Lloyds

M&S Bank

MBNA

Metro Bank

Nationwide

Royal Bank of Scotland

Sainsburys Bank

Santander

Tesco Bank

TSB

Virgin Money

Yorkshire Bank

Zopa

Mortgage / Secured Loan

Acenden

Accord Mortgages

Barclays

Blemain

Birmingham Midshires

Bradford and Bingley

Cheltenham & Gloucester

Clydesdale Bank

Cooperative Bank

Evolution Money

First Direct

First Trust Bank

GE Money Home Lending

Halifax

HSBC

iGroup

Kensington Mortgages

Landmark Mortgages

Leeds Building Society

Lloyds

M&S Bank

Metro Bank

Money Partners

Mortgage Express

Nationwide

Natwest

Northern Rock (NRAM)

Paragon Mortgages

Platform Home Loans

Precise Mortgages

Royal Bank of Scotland

Santander

Skipton Building Society

The Mortgage Works

Together Money

TSB Bank

Whilstree

Yorkshire Bank

Payday / Doorstep / High-Interest / Guarantor Loans

Payday

118 118 Money

1st Stop

Avant Credit

Bamboo

Buddy Loans

CFOlending.com

CLC Finance

Consollo

Drafty

Everyday Loans

George Banco

GLO

Greenwood

Guarantor My Loan

H & T Finance

Juo Loans

LendFair

Lending Stream

Likely Loans

Loans At Home

Moolr

Morses Club

Mutual

MyJar

Naylors Finance

NextCredit

PoundstoPocket

Pounds till Payday

Provident Personal Finance

SafetyNet Credit

Satsuma Loans

Savvy

SD Taylor

Shopacheck

Sunny

Uncle Buck

UKCredit

WageDayAdvance

Valleys Finance

Vanquis

Vario Loans

Car Finance (HP / PCP)

Payday

1st Step Car Finance

Advantage Finance

Blackhorse

Blue Motor Finance

BMW Financial Services

CarCashPoint

CarFinance247

Close Brothers Finance

First Response Finance

Freedom Finance

GMAC Financial Services

Go Car Credit

Hippo Motor Services

Hitachi Capital (UK)

Lendable

MoneyBarn

MotoNovo

Oodle Car Finance

RCI (Renault) Financial Services

Santander Consumer Finance

Vauxhall Financial Services

VW Financial Services

Welcome Finance

Zuto

Hidden

Claim Details

Name of bank/lender	PPI Refund Amount	Year Refunded	Self Employed?	Actions

There are no Cliams.

Maximum number of cliams reached.

Hidden

Consent & Agreement

No Rebate, No Fee!

You are not required to make any upfront payment to make a claim. Our fee is settled directly out of the refund from HMRC, upon funds from your rebate being forwarded to Rebate Gateway via Nomination. By providing consent in signing below, you agree to this nomination. For more information on 'Nomination', please see our FAQ.

Our fee for successful claims is 39% + VAT or a minimum of £35 plus VAT. For more information, please see our full Terms and Conditions.

Signature of the Lower Earner / Transferor(Required)

Consent & Acceptance of Terms(Required)

I Agree

I confirm that I have read, understood and agree to the Rebate Gateway Terms and Conditions. Additionally, I accept and agree that the digital signature provided above shall have the same validity as the original and will used to complete documentation necessary in submitting your claim to HM Revenue & Customs. I agree to have our data processed for the purpose of obtaining a rebate attributed to my tax affairs outlined in the application. I can confirm that all of the information I have included in my application is true to the best of my knowledge.

Signature of Higher Earner / Recipient(Required)

Consent & Acceptance of Terms(Required)

I Agree

Apply Online Marriage

Apply for a Marriage Allowance Transfer and Backdated Rebate

Pre-Application Information

Your Details

IMPORTANT:
Please provide the details of both the 'Lower Earner' and 'Higher Earner' within the Marriage. Please note that 'earnings' could be from Employment or Pension or any other form of taxable income.

Address Verification

Important Information
Address history is essential for us to verify the identity of both the transferor and the recipient of Marriage Allowance. Please let us know any other addresses that you have resided at within the last 6 years.

Confirmation of Allowance

Important Information
Please complete the following questions to the best of your knowledge. Whilst not required, it would assist if you had the 'Higher Earners' most recent Payslip or P60 to complete this section.

Lower Earner/Transferor - Details

Important Information
The 'Lower Earner' or ‘Allowance Transferor’ is the person that you have identified with the lower income within the household

Lower Earner/Transferor Income Declaration

Important Information
The 'Lower Earner' or ‘Allowance Transferor’ is the person that you have identified with the lower income within the household

Your Employment

Higher Earner/Recipient - Details

Important Information
The ‘Higher Earner’ or 'Allowance Recipient' is the person with the higher income within the household. Income can be from employment, self-employment, pensions or certain benefits.

Higher Earner/Recipient Income Declaration

Important Information
The ‘Higher Earner’ or 'Allowance Recipient' is the person with the higher income within the household. Income can be from Employment, Pension(s) or certain Benefits.

Your Employment

Marriage Confirmation

Important Information
Please confirm the date that you were married - you can locate this on your Marriage Certificate.

R40 Financial Rebate

Consent & Agreement

No Rebate, No Fee!

LEGAL & REGULATORY

HELP & SITE INFORMATION

CONTACT US

Apply Online Marriage

Apply for a Marriage Allowance Transfer and Backdated Rebate

Pre-Application Information

Your Details

IMPORTANT: Please provide the details of both the 'Lower Earner' and 'Higher Earner' within the Marriage. Please note that 'earnings' could be from Employment or Pension or any other form of taxable income.

Address Verification

Important Information Address history is essential for us to verify the identity of both the transferor and the recipient of Marriage Allowance. Please let us know any other addresses that you have resided at within the last 6 years.

Confirmation of Allowance

Important InformationPlease complete the following questions to the best of your knowledge. Whilst not required, it would assist if you had the 'Higher Earners' most recent Payslip or P60 to complete this section.

Lower Earner/Transferor - Details

Important InformationThe 'Lower Earner' or ‘Allowance Transferor’ is the person that you have identified with the lower income within the household

Lower Earner/Transferor Income Declaration

Important InformationThe 'Lower Earner' or ‘Allowance Transferor’ is the person that you have identified with the lower income within the household

Your Employment

Higher Earner/Recipient - Details

Important InformationThe ‘Higher Earner’ or 'Allowance Recipient' is the person with the higher income within the household. Income can be from employment, self-employment, pensions or certain benefits.

Higher Earner/Recipient Income Declaration

Important InformationThe ‘Higher Earner’ or 'Allowance Recipient' is the person with the higher income within the household. Income can be from Employment, Pension(s) or certain Benefits.

Your Employment

Marriage Confirmation

Important InformationPlease confirm the date that you were married - you can locate this on your Marriage Certificate.

R40 Financial Rebate

Consent & Agreement

No Rebate, No Fee!

IMPORTANT:
Please provide the details of both the 'Lower Earner' and 'Higher Earner' within the Marriage. Please note that 'earnings' could be from Employment or Pension or any other form of taxable income.

Important Information
Address history is essential for us to verify the identity of both the transferor and the recipient of Marriage Allowance. Please let us know any other addresses that you have resided at within the last 6 years.

Important Information
Please complete the following questions to the best of your knowledge. Whilst not required, it would assist if you had the 'Higher Earners' most recent Payslip or P60 to complete this section.

Important Information
The 'Lower Earner' or ‘Allowance Transferor’ is the person that you have identified with the lower income within the household

Important Information
The 'Lower Earner' or ‘Allowance Transferor’ is the person that you have identified with the lower income within the household

Important Information
The ‘Higher Earner’ or 'Allowance Recipient' is the person with the higher income within the household. Income can be from employment, self-employment, pensions or certain benefits.

Important Information
The ‘Higher Earner’ or 'Allowance Recipient' is the person with the higher income within the household. Income can be from Employment, Pension(s) or certain Benefits.

Important Information
Please confirm the date that you were married - you can locate this on your Marriage Certificate.