Transferring the Marriage Allowance

Transferring the Marriage Allowance
Are you married or in a civil partnership?*
- YES
- NO
Were you and your partner born after 5 April 1935?*
- YES
- NO
Is partner working/are you both working?
- YES
- NO
Do you live in Scotland?*
- YES
- NO
Is your income less than £12,570 a year?*
- YES
- NO
Is your partner’s income between £12,571 and £43,662 a year?*
This is their total earnings from all employment, pensions, benefits, trusts, rental income, including dividend income above their Dividend Allowance – before any tax and National Insurance is taken off.
- YES
- NO
Do you want to apply for Marriage Allowance?*
- YES
- NO

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Please select...*
First Name*
Last Name*
Email*
National Insurance Number*

If you do not have an NI number, write: AB123456A
Date of birth*
Nationality*
When did you arrive in the UK (if applicable)?
When did you leave the UK (or when are you intending to leave)?
If you are leaving the UK (or have left) do you intend to return to work in this country during the next 12 months
- yes
- no

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Address Details
UK Address*
Street Address City ZIP / Postal Code

Please provide UK ADDRESS even if you have left- it is an HMRC requirement, no correspondence will be sent there.
Overseas Address
Street Address City ZIP / Postal Code

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Work History
State how many jobs have you had in the UK?
What is your main occupation/Job?
Please upload any P45’s or P60’s you may have (If you do not have any of these documents, a recent payslip will be sufficient).
Drop files here or

Max. file size: 64 MB.

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Bank Details
Please provide your bank details so that we can transfer the refund to your account – If you prefer to provide it at a later date when we have secured your refund, then you may do so.
UK Bank
Bank Name
Account Number
Sort Code
Overseas Bank
Bank Name
Account Number (or IBAN if European bank account)
BSB OR SWIFT/BIC Codes

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Photo ID and Proof of Address
Due to anti-money laundering legislation from the UK government, all applicants are now required to produce photo ID and proof of address either in the UK or country of origin. Please therefore upload either the photo page from your passport/ID or current driving licence. This is a secure site/form, but please block out the passport or driving licence number if you prefer, as a security precaution. For proof of address, either utility bill, tenancy agreement, or bank statement etc would suffice. Again, please block out any sensitive data as a security precaution if you prefer.

Please upload
- Your Photo ID
- Your Partner's Photo ID
- Proof of Address
Upload your files here*
Drop files here or

Max. file size: 64 MB.
Terms & Conditions
- I instruct Taxback to act as my agent.
- I have provided all the relevant information and certify that it shows a true representation of my personal details and employment history
- I agree that any refund shall be made payable to Taxback (if I am applying for the refund service).
- I agree that should HMRC send payment directly to me, Taxback's commission is due and payable within 14 days of receipt of payment.
- This contract is binding on both parties until the completion of payment made by Taxback, or fees paid to Taxback.
- Taxback will charge a commission of 20%. (or £65 minimum charge, whichever is the greater). The claim takes approx 4 weeks on average. No refund no fee applies.
- All "Self-Employed", “Self-Assessment”, or “CIS applicants” will be subject to the appropriate rates of commission and/or fixed fees published on the website, or agreed with at the time.
- The commission rate is exclusive of Value Added Tax.
- All correspondence, telephone, postal and incidental costs will be paid for by Taxback and are inclusive in the fee.
- Taxback reserve the right to refuse to process any claim without reason – And should the refund not be payable thereafter for whatever reason, charge the full amount of the refund as a settlement of fees.
- If you cannot, or do not provide all the relevant documentation, P45's, P60's, Statement of Earnings, CIS Certs, etc. Taxback may obtain these on your behalf.
- Taxback cannot be held responsible for claims that exceed the expected completion time if you; fail to supply a valid National Insurance number; you provide incorrect/insufficient information; you provide incorrect/insufficient documentation and/or there are unavoidable delays caused by HMRC.
- I am aware that if I do not provide Taxback with the correct information this could delay/affect my refund.
- None of the above clauses affect your statutory rights.
I have read the above contract and agree to the terms and conditions.*
- I agree
Signature*
Name
This field is for validation purposes and should be left unchanged.

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Transferring the Marriage Allowance

Step 1 of 6

Transferring the Marriage Allowance

Address Details

Work History

Bank Details

Photo ID and Proof of Address

Terms & Conditions