Reference Number YESNo
First Name Last Name
Address Line 2 City* Postcode* Telephone Number*
Email Address*
[cf7mls_step cf7mls_step-1 "Next" ""]Step 2 Address Verification
Address history is essential for us to verify your identity.
Please let us know any other addresses that you have resided at within the last 10 years.
YESNO
Are you currently, or have you previously been a Housing Association of Local Authority (Council) tenant? * YESNO
Address* Line 1 Address Line 2 City* Postcode* Does your current address and previous address cover the last 10 years of history? * YESNO
Address* Line 1 Address Line 2 > City* Postcode* Are you currently, or have you previously been a Housing Association of Local Authority (Council) tenant? * YESNO
[cf7mls_step cf7mls_step-2 "Back" "Next" "Step 2"]Step 3
Do you know which Banks/Lenders paid compensation to you directly or were the claims handled by an Insolvency Practitioner? * I know the details of the claimsAn Insolvency Practitioner completed the claims and I do not have the details.
Name of bank/lender Approximate Refund Year Refunded 2017/20182018/20192019/20202020/2021
Tick here if you were self-employed in the year you received your refund
Select which lenders you have had accounts with AA PERSONAL FINANCEABBEY NATIONALALLIANCE & LEICESTERAQUABANK OF SCOTLANDBARCLAYSBARCLAYCARDBENEFICIAL FINANCEBIRMINGHAM MIDSHIRESBLACKHORSEBRADFORD & BINGLEYBRITANNIACAR CRAFTCAPITAL ONECHELTENHAM AND GLOUCESTERCITI FINANCIALCLYDESDALE BANKCO-OPERATIVE BANKEGGENDEAVOUR FINANCEFIRST DIRECTFIRST PLUSGE CAPITALGOLDFISHHALIFAXHFC BANKHOUSEHOLD BANKHSBCINTELLIGENT FINANCELONDON SCOTTISHLOANS AT HOMELITTLEWOODSLIVERPOOL VICTORIALLOYDSMARBLESMARKS & SPENCERMBNAMINTMONUMENTMIDLAND BANKMORSES CLUBNATWESTNATIONAL HOME LOANSNATIONWIDENEXTNRAM (NORTHERN ROCK)PARAGON PERSONAL FINANCEPICTURE FINANCEPROVIDENTROYAL BANK OF SCOTLANDSAINSBURYS BANKSANTANDERSHOP DIRECTVERYWELCOME FINANCEYORKSHIRE BANK
[cf7mls_step cf7mls_step-3 "Back" "NEXT" "Step 3"]You are eligible to claim a tax rebate! Based on the information you have provided, you are eligible to make a claim for a tax rebate.
Please click 'next' to proceed to complete the relevant claim form(s). [cf7mls_step cf7mls_step-4 "" "NEXT" "Step 4"]
Employment Status Confirmation HM Revenue & Customs calculates rebates on a sliding scale based on your income and employment circumstances.
Please provide the following information as accurately as possible. Since April 2017, have you been Employed, Self-Employed, Unemployed or Retired? *
EmployedSelf-EmployedUnemployedRetired
What is your job title? * Name of Employer * Approximate start date *
I still work here * YesNo
Have you ever made a repayment claim for workplace expenses (such as for wearing uniform, purchasing tools or using your car for work? * YESNO
Approximate start date *
[cf7mls_step cf7mls_step-5 "Back" "Next" "Step 5"]
Working From Home Allowance For the 2020/21 tax year, HMRC allow you to claim the full allowance of £312 even if you worked at home for a single day in the year (online/telephone call/zoom meeting).
Note: HMRC do not require receipts of expenses for this allowance. Have you worked from home (for any length of time) between 6th April 2020 and 5th April 2021 due to COVID-19? * YESNO Did your employer reimburse you for working from home costs? * YESNO
If you are married, you could be entitled to a rebate of up to £1188 depending upon your individual income circumstances. Note: If our eligibility check identifies that you are eligible, we recommend it is claimed in conjunction with your current repayment claim - ensuring you are on the correct tax code for future tax years. Are you married *
[cf7mls_step cf7mls_step-6 "Back" "Next" "Step 6"]
Marriage Allowance If you are married, you could be entitled to a rebate of up to £1188 depending upon your individual income circumstances.
Note: If our eligibility check identifies that you are eligible, we recommend it is claimed in conjunction with your current repayment claim - ensuring you are on the correct tax code for future tax years. Are you married * 2017/20182018/20192019/20202020/2021 YESNO
Are you claiming Marriage Allowance? *
Have you earned more or less than £12,570 in any of the past 4 years (since April 2017) * MoreLESS
Which have you earned more than £12,570? * 2017/20182018/20192019/20202020/2021
You are eligible for Marriage Allowance – would you like to claim? * YESNO
[cf7mls_step cf7mls_step-7 "Back" "NEXT" "Step 8"]
Consent & Processing Agreement Confirmation I/We agree to have our data processed for the purpose of processing a rebate rebate attributed to my/our tax affairs. Additionally, I/We can confirm that all of the information I/We have included in our application is true to the best of our knowledge and I/We understand and agree to the terms of engagement.
Enter National Insurance Number * [text* placeholder="e.g AA123456B" text-748] Date of Birth *
Sign as acceptance of terms and conditions
[cf7mls_step cf7mls_step-8 "Back" "Step 8"]