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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
No
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
No
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
No
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
No
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)
Female
Male
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
No
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
No
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
No
Did you work from home (even for a day) during the Covid-19 Pandemic?
(Required)
Yes
No
Do you use your own vehicle for work?
(Required)
Yes
No
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
No
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)
Male
Female
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
No
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
No
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
No
Did you work from home (even for a day) during the Covid-19 Pandemic?
(Required)
Yes
No
Do you use your own vehicle for work?
(Required)
Yes
No
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
No
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
No
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
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
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
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
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Hidden
Claim Details
Name of bank/lender
PPI Refund Amount
Year Refunded
Self Employed?
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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
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.