Your Claim Details

Following your application via our portal and our initial checks, we believe you are due a rebate. Please complete the details in the form below to confirm and submit your claim for repayment processing. If you do not have the information to hand, please estimate your claim figure – we will then obtain the figure from your lender.

Normally, from submission of this form, your rebate will be processed within 6 weeks.

PPI Tax Rebate Processing

Having now made your application for a rebate via the Portal, we require some information from you to ensure your claim is processed as quickly as possible. Please answer the questions below as accurately as possible. We need this information in order to ensure you receive the maximum rebate you are due.

Reference Number (URN)(Required)

NOTE: This was provided to you in the email that you have been sent by our team and starts with RG

Name(Required)
First Last

Your Payout/Refund
How much did you receive in refunds?
IMPORTANT: This would be the figure of your PPI Refund(s) in total. Please also include any amount that may have been claimed by your Insolvency Practitioner and may have been put into your iVA.
How much was your PPI Payout in total?(Required)
IMPORTANT NOTE: This can be as estimate. If this number is '0', your case will be closed with no rebate due. You will need to provide a number, we cannot accept words.

Your Confirmation
Please sign below to speed things up!
Your signature will be applied to an R40 and 64-8 form, authorising us to submit your claim and communicate with HMRC. Please take your time and make sure it's accurate.
Signature(Required)
By signing, you are confirming that you have read and agree with the Terms and Conditions and Privacy Policy, and that the information you have given on this form is correct to the best of your knowledge.

Year of Refund
When did you receive your refund(s)?
IMPORTANT: Please select a year and enter the total amount you received. This is usually the amount you entered on the previous page, unless you have received multiple refunds.
Which Year was your PPI Payout in?(Required)
2019
2020
2021
2022
Please enter the amount you received in 2019(Required)
Please enter your income in 2019(Required)
IMPORTANT NOTE: This can be estimated - if you have been unemployed, you can state '£0'.
Please enter the amount you received in 2020(Required)
Please enter your income in 2020(Required)
IMPORTANT NOTE: This can be estimated - if you have been unemployed, you can state '£0'.
Please enter the amount you received in 2021(Required)
Please enter your income in 2021(Required)
IMPORTANT NOTE: This can be estimated - if you have been unemployed, you can state '£0'.
Please enter the amount you received in 2022(Required)
Please enter your income in 2022(Required)
IMPORTANT NOTE: This can be estimated - if you have been unemployed, you can state '£0'.

Your Claim Details

PPI Tax Rebate Processing

Your Payout/Refund

How much did you receive in refunds?

Your Confirmation

Please sign below to speed things up!

By signing, you are confirming that you have read and agree with the Terms and Conditions and Privacy Policy, and that the information you have given on this form is correct to the best of your knowledge.

Year of Refund

When did you receive your refund(s)?

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